HH/SURVEY_MAPPING_SETTINGS_FIX_COMPLETE.md

Survey Mapping Settings Fix Complete

Summary

Fixed all issues with the Survey Template Mappings page to properly manage survey-hospital-patient type relationships.

Issues Fixed

1. Template Base Error

• Issue: Template extended layouts/app_base.html which didn't exist
• Fix: Changed to extend layouts/base.html

2. Empty Dropdowns

• Issue: Hospital and survey template dropdowns were empty
• Fix:
  • Updated survey_mapping_settings view to properly filter hospitals by user's organization
  • Updated SurveyTemplateMappingViewSet to filter by hospital
  • Fixed hospital field to use proper ForeignKey field (not hardcoded)

3. JavaScript Errors

• Issue: data.forEach is not a function when loading survey templates
• Fix: Added proper array handling for both direct array and paginated response formats

4. Save Button Not Working

• Issue: Clicking save would refresh page without saving data
• Fix:
  • Added event.preventDefault() to prevent form submission
  • Implemented proper error handling and user feedback
  • Added loading state to prevent double submission

5. CSRF Token Issues

• Issue: CSRF token not properly retrieved, causing 403 errors
• Fix: Implemented multiple fallback methods to get CSRF token:
  1. From hidden input (most reliable)
  2. From cookie (case-insensitive search)
  3. From meta tag

6. Serializer Field Mismatch

• Issue: SurveyTemplateMapping model fields didn't match serializer fields
• Fix:
  • Updated model to use patient_type CharField (not patient_type_code and patient_type_name)
  • Removed description field from SurveyTemplateSerializer
  • Fixed all serializers to match actual model fields
  • Fixed PublicSurveySerializer to include hospital field

7. JavaScript Field Names

• Issue: JavaScript was using old field names (patient_type_code, patient_type_name, priority)
• Fix: Updated all JavaScript to use correct field names:
  • patient_type (string field)
  • Removed patient_type_code, patient_type_name, and priority
  • Updated edit mapping button data attributes
  • Updated save mapping function data object

8. Form Structure

• Issue: Form had fields that didn't exist in the model
• Fix: Updated form to match model structure:
  • Changed patient type from two fields (code + name) to single dropdown
  • Removed priority field
  • Added all patient type options: 1, 2, 3, 4, O, E, APPOINTMENT

Model Changes

SurveyTemplateMapping Model

patient_type = models.CharField(max_length=20)  # Changed from patient_type_code/patient_type_name
# Removed: priority field

Final Form Fields

• hospital: Dropdown (required)
• survey_template: Dropdown (required, filtered by hospital)
• patient_type: Dropdown with options:
  • 1 - Inpatient (Type 1)
  • 2 - Outpatient (Type 2)
  • 3 - Emergency (Type 3)
  • 4 - Day Case (Type 4)
  • O - Outpatient (Type O)
  • E - Emergency (Type E)
  • APPOINTMENT - Appointment
• is_active: Checkbox (default: true)

Testing

All functionality has been tested and verified:

• ✅ Page loads correctly
• ✅ Hospital dropdown populated with user's hospitals
• ✅ Survey template dropdown filters by hospital
• ✅ Can add new mapping
• ✅ Can edit existing mapping
• ✅ Can delete mapping
• ✅ Proper error messages displayed
• ✅ CSRF token handling works correctly
• ✅ No page refresh on save

Files Modified

1. templates/integrations/survey_mapping_settings.html - Complete rewrite with fixes
2. apps/integrations/models.py - Updated SurveyTemplateMapping model
3. apps/integrations/serializers.py - Fixed all serializers
4. apps/surveys/serializers.py - Fixed serializers
5. apps/integrations/ui_views.py - Fixed view logic
6. apps/integrations/views.py - Fixed API viewset

Related Work

This fix was part of the survey satisfaction options implementation where:

• ✅ Inpatient, Outpatient, and Appointment surveys were created
• ✅ All questions configured with 5 satisfaction options (Very Unsatisfied, Poor, Neutral, Good, Very Satisfied)
• ✅ Questions configured as radio button type (not checkbox)
• ✅ Bilingual labels added (English/Arabic)
• ✅ Surveys successfully created and verified in database