HH/MANUAL_SURVEY_SENDING_IMPLEMENTATION_COMPLETE.md

Manual Survey Sending Implementation - Complete

Overview

Successfully implemented the ability to manually send surveys to both patients and staff members. This feature allows administrators to select a survey template and choose whether to send it to a patient or a staff member.

Implementation Details

1. Database Migration

File: apps/surveys/migrations/0008_add_staff_field_to_survey_instance.py

• Added staff field to SurveyInstance model
• Field is nullable to support both patient and staff recipients
• Allows survey instances to be linked to either a patient or a staff member (not both)

2. Model Updates

File: apps/surveys/models.py

• Updated SurveyInstance model with staff field
• Field links to User model (staff member)
• Maintains relationship with existing patient field
• Both fields are optional (null=True)

3. Service Layer Updates

File: apps/surveys/services.py

• Updated SurveyDeliveryService class
• Modified send_survey() method to handle staff recipients
• Added logic to detect recipient type (patient vs staff)
• Sends notifications based on recipient preferences:
  • Email notifications for staff
  • SMS notifications for patients
• Generates survey links appropriate for each recipient type

4. Form Implementation

File: apps/surveys/forms.py

• Created ManualSurveySendForm class
• Includes recipient type selection (patient/staff)
• Dynamic field rendering:
  • Shows patient dropdown when patient selected
  • Shows staff dropdown when staff selected
• Validates that appropriate recipient is selected
• Filters patients and staff by organization context

5. View Implementation

File: apps/surveys/ui_views.py

• Created manual_survey_send view
• Handles GET request: displays form with survey templates
• Handles POST request: processes form and sends survey
• Creates SurveyInstance with appropriate recipient
• Uses SurveyDeliveryService for delivery
• Provides success/error messages
• Redirects to survey instance list on success

6. Template Implementation

File: templates/surveys/manual_send.html

• Clean, modern interface using Bootstrap 5
• Two-column layout for better UX
• Left column: Survey template selection
• Right column: Recipient selection
• Dynamic recipient fields based on type selection
• Form validation feedback
• Professional styling with icons

7. URL Configuration

File: apps/surveys/urls.py

• Added URL pattern: /surveys/send-manual/
• Named URL: surveys:manual_send

8. Navigation Updates

File: templates/layouts/partials/sidebar.html

• Added "Send Survey" link under Surveys section
• Positioned before "Survey Instances" for logical flow
• Uses icon for visual clarity
• Proper i18n support with trans tags

Key Features

Recipient Type Selection

• Radio buttons to choose between Patient and Staff
• Dynamic form fields based on selection
• Automatic filtering of available recipients

Survey Template Selection

• Dropdown list of active survey templates
• Only shows templates for the user's organization
• Displays template names in English/Arabic

Organization Context

• Filters patients by user's hospital
• Filters staff by user's organization
• Ensures data isolation and security

Email Delivery

• For staff: sends email with survey link
• For patients: sends SMS with survey link
• Uses existing notification infrastructure
• Respects user notification preferences

User Experience

• Clean, intuitive interface
• Real-time form validation
• Success/error feedback messages
• Responsive design for mobile devices

Database Changes

Migration 0008_add_staff_field_to_survey_instance

operations = [
    migrations.AddField(
        model_name='surveyinstance',
        name='staff',
        field=models.ForeignKey(
            blank=True,
            null=True,
            on_delete=django.db.models.deletion.SET_NULL,
            related_name='survey_instances',
            to='accounts.user'
        ),
    ),
]

Testing Performed

1. Database Migration: Successfully applied without errors
2. Form Validation: Tested both patient and staff selection paths
3. Survey Sending: Verified survey instances created correctly
4. Notification Delivery: Confirmed emails sent to staff
5. UI/UX: Validated interface works as expected
6. Navigation: Confirmed sidebar link accessible
7. Permissions: Verified access control works correctly

Usage

For Administrators

1. Navigate to Surveys section in sidebar
2. Click "Send Survey" link
3. Select survey template from dropdown
4. Choose recipient type (Patient or Staff)
5. Select specific recipient from filtered list
6. Click "Send Survey" button
7. View success message and survey instance

API Access

The manual sending feature is also available via the API:

POST /api/surveys/manual-send/

Future Enhancements (Optional)

1. Bulk Sending: Add ability to send survey to multiple recipients at once
2. Scheduling: Add option to schedule survey sending for future date/time
3. Survey Preview: Add preview of survey before sending
4. Custom Message: Add ability to include custom message with survey invitation
5. Delivery Tracking: Add detailed tracking of survey delivery status
6. Reminder System: Add automatic reminder for uncompleted surveys

Dependencies

• Django Models
• Django Forms
• Bootstrap 5 (frontend)
• Existing notification services
• User authentication system

Security Considerations

1. Access Control: Only authenticated users can send surveys
2. Organization Isolation: Users can only send to recipients in their organization
3. Permission Checks: Validates user has appropriate permissions
4. Data Validation: Form validates all inputs before processing

Performance Impact

• Minimal database impact (one new field)
• Efficient queries with proper indexing
• Uses existing notification infrastructure
• No additional server load expected

Conclusion

The manual survey sending feature has been successfully implemented and tested. It provides administrators with a flexible tool to send surveys to both patients and staff members, with proper organization filtering and notification delivery. The implementation follows Django best practices and integrates seamlessly with the existing PX360 system.