# HR & Integrations Frontend Implementation Progress Report **Date:** October 22, 2025 **Project:** AgdarCentre - Tenhal Multidisciplinary Healthcare Platform --- ## Executive Summary This report documents the current state of the **HR** and **Integrations** modules, identifying what exists in the Django admin vs. what's missing from the frontend implementation. --- ## 1. HR Module Analysis ### Current Status: ❌ **NOT IMPLEMENTED** The HR module **does not exist** as a Django app. Only orphaned templates are present. ### What EXISTS: - ✅ **10 HTML Templates** in `templates/hr/`: - `attendance_list.html` - `attendance_form.html` - `attendance_detail.html` - `attendance_kiosk.html` - `schedule_list.html` - `schedule_form.html` - `schedule_detail.html` - `schedule_grid.html` - `holiday_list.html` - `holiday_form.html` - `holiday_detail.html` ### What's MISSING: #### 1.1 Django App Structure - ❌ No `hr/` app directory - ❌ No `hr/__init__.py` - ❌ No `hr/apps.py` - ❌ No `hr/models.py` - ❌ No `hr/views.py` - ❌ No `hr/urls.py` - ❌ No `hr/admin.py` - ❌ No `hr/forms.py` - ❌ No `hr/migrations/` #### 1.2 Required Models (Based on Template Analysis) **Attendance Model:** ```python class Attendance(models.Model): employee = ForeignKey(User) # or separate Employee model date = DateField() check_in = TimeField() check_out = TimeField(null=True, blank=True) hours_worked = DecimalField() # calculated status = CharField(choices=['PRESENT', 'LATE', 'ABSENT', 'HALF_DAY']) notes = TextField(blank=True) ``` **Schedule Model:** ```python class Schedule(models.Model): employee = ForeignKey(User) day_of_week = CharField(choices=['MON', 'TUE', 'WED', 'THU', 'FRI', 'SAT', 'SUN']) start_time = TimeField() end_time = TimeField() is_active = BooleanField(default=True) ``` **Holiday Model:** ```python class Holiday(models.Model): name = CharField(max_length=200) date = DateField() is_recurring = BooleanField(default=False) # for annual holidays description = TextField(blank=True) ``` #### 1.3 Required Views - ❌ `AttendanceListView` - ❌ `AttendanceCreateView` - ❌ `AttendanceDetailView` - ❌ `AttendanceUpdateView` - ❌ `AttendanceKioskView` (special clock in/out interface) - ❌ `ScheduleListView` - ❌ `ScheduleCreateView` - ❌ `ScheduleDetailView` - ❌ `ScheduleUpdateView` - ❌ `ScheduleGridView` (calendar-style view) - ❌ `HolidayListView` - ❌ `HolidayCreateView` - ❌ `HolidayDetailView` - ❌ `HolidayUpdateView` #### 1.4 Required URL Patterns ```python # Expected URL namespace: 'hr' urlpatterns = [ path('attendance/', AttendanceListView, name='attendance-list'), path('attendance/create/', AttendanceCreateView, name='attendance-create'), path('attendance//', AttendanceDetailView, name='attendance-detail'), path('attendance//update/', AttendanceUpdateView, name='attendance-update'), path('attendance/kiosk/', AttendanceKioskView, name='attendance-kiosk'), path('schedules/', ScheduleListView, name='schedule-list'), path('schedules/create/', ScheduleCreateView, name='schedule-create'), path('schedules//', ScheduleDetailView, name='schedule-detail'), path('schedules//update/', ScheduleUpdateView, name='schedule-update'), path('schedules/grid/', ScheduleGridView, name='schedule-grid'), path('holidays/', HolidayListView, name='holiday-list'), path('holidays/create/', HolidayCreateView, name='holiday-create'), path('holidays//', HolidayDetailView, name='holiday-detail'), path('holidays//update/', HolidayUpdateView, name='holiday-update'), ] ``` #### 1.5 Main URLs Integration - ❌ Not included in `AgdarCentre/urls.py` - Need to add: `path('hr/', include('hr.urls'))` #### 1.6 Forms - ❌ `AttendanceForm` - ❌ `ScheduleForm` - ❌ `HolidayForm` #### 1.7 Admin Configuration - ❌ Admin classes for all three models --- ## 2. Integrations Module Analysis ### Current Status: ⚠️ **BACKEND COMPLETE, FRONTEND MISSING** The integrations app exists with full backend implementation but **zero** frontend integration. ### What EXISTS: #### 2.1 Complete Backend ✅ - ✅ Django app structure (`integrations/`) - ✅ **6 Models** fully implemented: 1. `ExternalOrder` - Lab & radiology orders 2. `NphiesMessage` - Insurance e-claims FHIR messages 3. `NphiesEncounterLink` - Links appointments to NPHIES 4. `PayerContract` - Insurance payer configurations 5. `EInvoice` - ZATCA e-invoicing 6. `ZatcaCredential` - ZATCA credentials management - ✅ **Admin Interface** - Fully configured for all 6 models with: - List displays - Filters - Search fields - Fieldsets - Read-only fields - ✅ **Supporting Files**: - `messaging_service.py` - SMS/WhatsApp integration - `sms_providers.py` - SMS provider implementations - `tasks.py` - Celery tasks for async operations ### What's MISSING: #### 2.2 Frontend Components ❌ **Views (`integrations/views.py`):** Currently only contains: `from django.shortcuts import render` with no actual views. Required views: - ❌ `ExternalOrderListView` - ❌ `ExternalOrderCreateView` - ❌ `ExternalOrderDetailView` - ❌ `ExternalOrderUpdateView` - ❌ `NphiesMessageListView` - ❌ `NphiesMessageDetailView` - ❌ `PayerContractListView` - ❌ `PayerContractCreateView` - ❌ `PayerContractUpdateView` - ❌ `EInvoiceListView` - ❌ `EInvoiceDetailView` - ❌ `ZatcaCredentialListView` - ❌ `ZatcaCredentialCreateView` **Templates:** - ❌ `integrations/templates/` directory exists but is **empty** Required templates: - ❌ `integrations/external_order_list.html` - ❌ `integrations/external_order_form.html` - ❌ `integrations/external_order_detail.html` - ❌ `integrations/nphies_message_list.html` - ❌ `integrations/nphies_message_detail.html` - ❌ `integrations/payer_contract_list.html` - ❌ `integrations/payer_contract_form.html` - ❌ `integrations/einvoice_list.html` - ❌ `integrations/einvoice_detail.html` - ❌ `integrations/zatca_credential_list.html` - ❌ `integrations/zatca_credential_form.html` **Forms:** - ❌ No `integrations/forms.py` file Required forms: - ❌ `ExternalOrderForm` - ❌ `PayerContractForm` - ❌ `ZatcaCredentialForm` **URLs:** - ❌ No `integrations/urls.py` file - ❌ Not included in `AgdarCentre/urls.py` Required URL patterns: ```python # Expected URL namespace: 'integrations' urlpatterns = [ # External Orders path('orders/', ExternalOrderListView, name='order-list'), path('orders/create/', ExternalOrderCreateView, name='order-create'), path('orders//', ExternalOrderDetailView, name='order-detail'), # NPHIES path('nphies/messages/', NphiesMessageListView, name='nphies-message-list'), path('nphies/messages//', NphiesMessageDetailView, name='nphies-message-detail'), path('nphies/payers/', PayerContractListView, name='payer-list'), path('nphies/payers/create/', PayerContractCreateView, name='payer-create'), # ZATCA path('zatca/invoices/', EInvoiceListView, name='einvoice-list'), path('zatca/invoices//', EInvoiceDetailView, name='einvoice-detail'), path('zatca/credentials/', ZatcaCredentialListView, name='credential-list'), path('zatca/credentials/create/', ZatcaCredentialCreateView, name='credential-create'), ] ``` **Navigation:** - ❌ No menu items in main navigation - ❌ No dashboard widgets/cards --- ## 3. Implementation Priority Recommendations ### Phase 1: Integrations (EASIER - Backend exists) **Estimated Effort:** 2-3 days 1. Create `integrations/forms.py` with ModelForms 2. Create `integrations/views.py` with generic CRUD views 3. Create templates following existing app patterns 4. Create `integrations/urls.py` and wire to main URLs 5. Add navigation menu items 6. Add dashboard cards for quick access **Complexity:** Low - Models and admin already exist, just need frontend --- ### Phase 2: HR Module (HARDER - Start from scratch) **Estimated Effort:** 3-4 days 1. Create Django app: `python manage.py startapp hr` 2. Design and implement 3 models (Attendance, Schedule, Holiday) 3. Create and run migrations 4. Configure admin interface 5. Create forms 6. Create views (generic CRUD + special views for kiosk and grid) 7. Create `hr/urls.py` and wire to main URLs 8. Wire existing templates to new views 9. Add navigation menu items 10. Add dashboard cards **Complexity:** Medium - Full app creation but simple models --- ## 4. Model Field Details (Based on Template Analysis) ### HR Models - Detailed Field Requirements #### Attendance Model ```python class Attendance(UUIDPrimaryKeyMixin, TimeStampedMixin, TenantOwnedMixin): employee = ForeignKey('core.User', on_delete=CASCADE, related_name='attendances') date = DateField() check_in = TimeField(null=True, blank=True) check_out = TimeField(null=True, blank=True) hours_worked = DecimalField(max_digits=4, decimal_places=2, null=True, blank=True) status = CharField(max_length=20, choices=Status.choices) notes = TextField(blank=True) class Status(TextChoices): PRESENT = 'PRESENT', _('Present') LATE = 'LATE', _('Late') ABSENT = 'ABSENT', _('Absent') HALF_DAY = 'HALF_DAY', _('Half Day') LEAVE = 'LEAVE', _('On Leave') ``` #### Schedule Model ```python class Schedule(UUIDPrimaryKeyMixin, TimeStampedMixin, TenantOwnedMixin): employee = ForeignKey('core.User', on_delete=CASCADE, related_name='schedules') day_of_week = CharField(max_length=3, choices=DayOfWeek.choices) start_time = TimeField() end_time = TimeField() is_active = BooleanField(default=True) class DayOfWeek(TextChoices): MONDAY = 'MON', _('Monday') TUESDAY = 'TUE', _('Tuesday') WEDNESDAY = 'WED', _('Wednesday') THURSDAY = 'THU', _('Thursday') FRIDAY = 'FRI', _('Friday') SATURDAY = 'SAT', _('Saturday') SUNDAY = 'SUN', _('Sunday') ``` #### Holiday Model ```python class Holiday(UUIDPrimaryKeyMixin, TimeStampedMixin, TenantOwnedMixin): name = CharField(max_length=200) date = DateField() is_recurring = BooleanField(default=False) description = TextField(blank=True) ``` --- ## 5. Summary Statistics ### HR Module - **Models to Create:** 3 - **Views to Create:** 14 - **Forms to Create:** 3 - **Templates Available:** 10 (already exist!) - **Admin Classes to Create:** 3 - **URL Patterns to Create:** ~14 - **Overall Completion:** 0% (only templates exist) ### Integrations Module - **Models Existing:** 6 ✅ - **Admin Classes Existing:** 6 ✅ - **Views to Create:** 12 - **Forms to Create:** 3 - **Templates to Create:** 11 - **URL Patterns to Create:** ~12 - **Overall Completion:** 40% (backend complete, frontend missing) --- ## 6. Next Steps ### Immediate Actions Required: 1. **Decision Point:** Which module to implement first? - Recommendation: Start with **Integrations** (easier, backend exists) 2. **For Integrations:** - Create forms.py - Create views.py with CRUD views - Create templates - Create urls.py - Update main urls.py - Add navigation 3. **For HR:** - Create Django app - Implement models - Run migrations - Create admin - Create forms - Create views - Create urls.py - Update main urls.py - Add navigation --- ## 7. Technical Notes ### Design Patterns to Follow: - Use existing app patterns (appointments, finance, etc.) - Follow Django generic views (ListView, CreateView, DetailView, UpdateView) - Use crispy-forms for form rendering - Maintain bilingual support (English/Arabic) - Include tenant filtering - Add proper permissions/access control - Follow existing URL naming conventions ### Dependencies: - All required packages already installed - No additional dependencies needed - Templates follow Bootstrap 5 patterns - Font Awesome icons already available --- **Report Generated:** October 22, 2025 **Status:** Ready for Implementation