HH/ACTION_PLANS_IMPLEMENTATION_STATUS.md

# Action Plans Implementation Status

## Executive Summary

After examining the PX Action Center implementation, I can confirm that **action plans are mostly implemented** with comprehensive features for tracking, filtering, and managing improvements. However, one key requirement was **missing**: the ability to manually create action plans from various sources (meetings, rounds, comments, etc.).

**Good News**: I have now implemented this missing feature!

---

## Requirements Analysis

### Original Requirements:
1. ✅ Pull all action plans from various sources into one location
2. ❌ **Was Missing**: Option to manually add plans and select the source (e.g., Patient and Family Rights Committee meeting, Executive Committee meeting, complaints, inquiries, notes, comments, rounds, etc.)
3. ✅ Filter action plans for each department to facilitate Patient Experience Department monitoring
4. ✅ Each action plan should indicate status, department, updates, and timelines

---

## What Was Already Implemented ✅

### 1. Centralized Action Plans Repository
**Location**: `apps/px_action_center/`

The system has a complete PX Action Center that aggregates actions from multiple sources:
- Surveys (patient feedback)
- Complaints (patient concerns)
- Social Media (patient mentions)
- Call Center (phone interactions)
- Observations (direct observations)
- And more...

**Key Features**:
- Unified dashboard for all action plans
- Source tracking with clear source type indicators
- Integration with other modules (surveys, complaints, observations)

### 2. Department Filtering ✅
**Implementation**: Advanced filtering system in `action_list` view

The system provides comprehensive filtering capabilities:
- **Filter by Department**: Users can filter actions by specific departments
- **Filter by Hospital**: Action plans can be filtered by hospital
- **Role-Based Access**: Different users see different action sets based on their permissions:
  - PX Admins: See all actions
  - Hospital Admins: See actions for their hospital only
  - Department Managers: See actions for their department only
  - Regular Users: See actions for their hospital

**View Presets**:
- My Actions (personal view)
- Overdue (past due date)
- Escalated (escalated actions)
- Pending Approval (awaiting approval)
- From Surveys (survey-derived)
- From Complaints (complaint-derived)
- From Social (social media-derived)

### 3. Status Tracking ✅
**Implementation**: `ActionStatus` enum in `apps/px_action_center/models.py`

The system tracks action plans through their complete lifecycle:

**Status Types**:
- `OPEN` - New action, not yet started
- `IN_PROGRESS` - Currently being worked on
- `PENDING_APPROVAL` - Completed, awaiting PX Admin approval
- `APPROVED` - Approved and ready for closure
- `CLOSED` - Action completed and documented
- `CANCELLED` - Action cancelled

**Status Features**:
- Color-coded badges for visual identification
- Status change history in action logs
- Automatic status transitions
- Approval workflow for high-severity actions

### 4. Department Assignment ✅
**Implementation**: `department` field in `PXAction` model

Each action plan includes:
- **Hospital**: Required field, linked to Hospital model
- **Department**: Optional field, linked to Department model
- **Assigned To**: User responsible for implementation
- **Cascading Dropdowns**: Department selection filters based on selected hospital

### 5. Updates/Activity Log ✅
**Implementation**: `PXActionLog` model in `apps/px_action_center/models.py`

The system maintains a comprehensive audit trail:
- **Log Types**:
  - `status_change` - Status transitions
  - `assignment` - User assignments
  - `note` - Manual notes and comments
  - `escalation` - Escalation events
  - `approval` - Approval decisions
  - `attachment` - File attachments

**Log Features**:
- Timestamp for each activity
- User who performed the action
- Message/description of the change
- Old/new status tracking
- Timeline view on action detail page

### 6. Timeline/Deadline Management ✅
**Implementation**: Multiple timeline-related fields

**Timeline Fields**:
- `created_at` - When action was created
- `due_at` - Deadline for completion
- `assigned_at` - When user was assigned
- `approved_at` - When approved (if applicable)
- `closed_at` - When action was closed
- `escalated_at` - When last escalated

**Timeline Features**:
- **Overdue Detection**: Automatic flagging of overdue actions
- **SLA Tracking**: Progress bar showing time elapsed vs. deadline
- **Visual Indicators**:
  - Red highlighting for overdue actions
  - "OVERDUE" badge on overdue items
  - Escalation level badges (L1, L2, L3)
- **Date Range Filtering**: Filter actions by creation date range

---

## What Was Missing (Now Implemented) ❌ → ✅

### Missing: Manual Action Plan Creation from Various Sources

**Problem**: The system only auto-created action plans from surveys, complaints, and other system events. There was no way to manually create action plans from meetings, rounds, comments, etc.

**Solution Implemented**:

#### 1. Enhanced Source Types ✅
**File**: `apps/px_action_center/models.py`

Added comprehensive meeting and manual source types:
- `MANUAL` - General manual action plans
- `PATIENT_FAMILY_COMMITTEE` - Patient & Family Rights Committee meetings
- `EXECUTIVE_COMMITTEE` - Executive Committee meetings
- `DEPARTMENT_MEETING` - Department meetings
- `WARD_ROUNDS` - Ward/Department rounds
- `QUALITY_AUDIT` - Quality audit findings
- `MANAGEMENT_REVIEW` - Management review meetings
- `STAFF_FEEDBACK` - Staff feedback and comments
- `PATIENT_OBSERVATION` - Direct patient observations

#### 2. Manual Action Form ✅
**File**: `apps/px_action_center/forms.py`

Created `ManualActionForm` with features:
- **Source Type Selection**: Dropdown with all source types
- **Hospital/Department Selection**: Permission-based filtering
- **Cascading Dropdowns**: Department updates when hospital changes
- **User Assignment**: Assign to any active user
- **Priority & Severity**: Required classification
- **Category Selection**: Action plan categorization
- **Due Date**: Required deadline setting
- **Action Plan Field**: Detailed description of proposed actions
- **Approval Toggle**: Option to require PX Admin approval

**Permission Features**:
- PX Admins: Can create actions for any hospital
- Hospital Admins: Can create actions for their hospital
- Department Managers: Can create actions for their department
- Other Users: Cannot create actions (permission denied)

#### 3. Action Create View ✅
**File**: `apps/px_action_center/ui_views.py`

Added `action_create` view with:
- **Permission Checks**: Only authorized users can create actions
- **Form Processing**: Validates and saves action plans
- **Automatic Status**: Sets new actions to OPEN status
- **Assignment Tracking**: Records assignment timestamp
- **Log Creation**: Creates initial action log entry
- **Audit Trail**: Records creation event in audit logs
- **Notifications**: Sends notification to assigned user
- **Redirect**: Redirects to action detail page after creation

#### 4. Create Action Template ✅
**File**: `templates/actions/action_create.html`

Created comprehensive form template with:
- **Two-Column Layout**: Form on left, info sidebar on right
- **Form Fields**: All required and optional fields with labels
- **Validation**: Client-side validation with visual feedback
- **Source Type Info**: Sidebar lists all action plan sources
- **Tips Section**: Helpful guidance for users
- **Responsive Design**: Works on desktop and mobile
- **JavaScript**:
  - Cascading dropdown for hospital → department
  - Form validation
  - Dynamic API calls for department data

#### 5. URL Routing ✅
**File**: `apps/px_action_center/urls.py`

Added route:
```python
path('create/', ui_views.action_create, name='action_create'),
```

#### 6. Create Button ✅
**File**: `templates/actions/action_list.html`

Added "Create Action Plan" button in page header for easy access.

---

## Summary of Implementation

### ✅ Fully Implemented Features:

1. **Centralized Action Repository**
   - All action plans in one location
   - Source tracking from multiple systems
   - Unified dashboard interface

2. **Department Filtering**
   - Filter by department
   - Filter by hospital
   - Role-based access control
   - Multiple view presets

3. **Status Tracking**
   - 6 status types
   - Color-coded badges
   - Status change history
   - Approval workflow

4. **Department Assignment**
   - Hospital and department fields
   - User assignment
   - Cascading dropdowns
   - Permission-based filtering

5. **Updates/Activity Log**
   - Complete audit trail
   - Multiple log types
   - Timeline view
   - User tracking

6. **Timeline Management**
   - Creation, due, assignment dates
   - Overdue detection
   - SLA progress tracking
   - Visual indicators

7. **Manual Action Creation** (NEW)
   - 9+ source types including meetings
   - Full form with all required fields
   - Permission-based access
   - Notification system
   - Audit logging

---

## Usage Instructions

### Creating Manual Action Plans:

1. **Navigate** to PX Action Center (`/actions/`)
2. **Click** "Create Action Plan" button
3. **Select Source Type**:
   - Patient & Family Rights Committee
   - Executive Committee
   - Department Meeting
   - Ward Rounds
   - Quality Audit
   - Management Review
   - Staff Feedback
   - Patient Observation
   - Or general Manual entry
4. **Fill in Details**:
   - Title and description
   - Hospital and department
   - Category, priority, severity
   - Assign to user
   - Set due date
   - Describe action plan steps
5. **Submit** - Action is created and notification sent

### Filtering Action Plans:

1. **Go to** Action List page
2. **Use View Tabs** for quick filters:
   - All Actions, My Actions, Overdue, Escalated
   - From Surveys, From Complaints, From Social
3. **Use Filter Panel** for advanced filtering:
   - Search by title/description
   - Filter by status, severity, priority
   - Filter by category, source type
   - Filter by hospital, department, assigned user
   - Filter by date range

### Monitoring by Department:

**Patient Experience Department** can:
1. **Filter by Department** to see specific department actions
2. **View Statistics** in dashboard cards
3. **Track Progress** through status changes
4. **Review Updates** in activity timeline
5. **Monitor Deadlines** with overdue indicators

---

## Database Changes

### Migration Applied:
**File**: `apps/px_action_center/migrations/0006_add_meeting_source_types.py`

Added new source types to `ActionSource` enum:
- `manual`
- `patient_family_committee`
- `executive_committee`
- `department_meeting`
- `ward_rounds`
- `quality_audit`
- `management_review`
- `staff_feedback`
- `patient_observation`

---

## Files Modified/Created

### Modified:
1. `apps/px_action_center/models.py` - Added new source types
2. `apps/px_action_center/urls.py` - Added create route
3. `templates/actions/action_list.html` - Added create button

### Created:
1. `apps/px_action_center/forms.py` - ManualActionForm
2. `templates/actions/action_create.html` - Create form template
3. `apps/px_action_center/migrations/0006_add_meeting_source_types.py` - Database migration

---

## Conclusion

**Action Plans are now 100% implemented** according to the requirements:

✅ Pull all action plans from various sources into one location  
✅ Option to manually add plans and select the source (meetings, committees, rounds, etc.)  
✅ Filter action plans for each department  
✅ Each action plan indicates status, department, updates, and timelines  

The PX Action Center provides a comprehensive solution for tracking, managing, and monitoring improvement actions across the organization, with full support for both automated and manual action plan creation from any source.