# Notifications Management System Implementation Summary ## Overview Comprehensive staff-facing notification management system for the Tenhal Healthcare Platform. ## Implementation Date October 28, 2025 ## Components Implemented ### 1. Backend Components ✅ #### Models (Already Existing) - `MessageTemplate` - Reusable message templates with bilingual support - `Message` - Outbound messages with delivery tracking - `NotificationPreference` - Patient notification preferences - `MessageLog` - Detailed audit log of message lifecycle #### Forms (`notifications/forms.py`) ✅ - `MessageTemplateForm` - Create/edit message templates - `MessageFilterForm` - Filter messages by various criteria - `BulkMessageForm` - Send bulk messages to multiple recipients - `TestTemplateForm` - Test message templates - `MessageRetryForm` - Retry failed messages #### Views (`notifications/views.py`) ✅ **Dashboard:** - `MessageDashboardView` - Main dashboard with statistics and charts **Message Management:** - `MessageListView` - List all messages with filtering - `MessageDetailView` - View message details and timeline - `MessageExportView` - Export messages to CSV - `MessageRetryView` - Retry failed messages **Template Management:** - `TemplateListView` - List all templates - `TemplateDetailView` - View template details and usage stats - `TemplateCreateView` - Create new template - `TemplateUpdateView` - Edit existing template - `TemplateDeleteView` - Delete template - `TemplateToggleView` - Activate/deactivate template - `TemplateTestView` - Test template with sample data **Bulk Messaging:** - `BulkMessageView` - Send messages to multiple recipients **Analytics:** - `MessageAnalyticsView` - Analytics dashboard with charts and reports #### URL Configuration ✅ - `notifications/urls.py` - All notification routes - `AgdarCentre/urls.py` - Added notifications app to main URLs ### 2. Frontend Components #### Templates Created ✅ - `notifications/templates/notifications/dashboard.html` - Main dashboard #### Templates Remaining 🔄 - `message_list.html` - Message list view - `message_detail.html` - Message detail view - `template_list.html` - Template list view - `template_detail.html` - Template detail view - `template_form.html` - Template create/edit form - `template_confirm_delete.html` - Template deletion confirmation - `template_test.html` - Template testing interface - `bulk_message.html` - Bulk messaging interface - `analytics.html` - Analytics dashboard - `partials/message_list_partial.html` - HTMX partial for message list ## Features Implemented ### ✅ Completed Features 1. **Message Dashboard** - Real-time statistics (total, delivered, failed, queued) - Success rate calculation - Channel breakdown (SMS, WhatsApp, Email) - Daily trend chart with Chart.js - Recent messages table - Time range filtering (7, 30, 90 days) 2. **Message Management Backend** - List view with filtering and search - Detail view with timeline - CSV export functionality - Retry failed messages - HTMX support for dynamic updates 3. **Template Management Backend** - CRUD operations for templates - Bilingual content support (EN/AR) - Variable substitution - Usage statistics - Activate/deactivate templates - Test templates with sample data 4. **Bulk Messaging Backend** - Send to all patients - Send by patient tags - Send to custom recipient list - Template-based or custom messages - Progress tracking 5. **Analytics Backend** - Delivery rate charts - Channel comparison - Daily trend analysis - Top templates by usage 6. **Security & Permissions** - Role-based access control (Admin, Front Desk) - Tenant filtering (multi-tenancy support) - Audit logging for all actions ### 🔄 Remaining Work 1. **Frontend Templates** (Priority: High) - Message list and detail templates - Template management templates - Bulk messaging template - Analytics template - HTMX partials 2. **Testing** (Priority: High) - Unit tests for views - Integration tests for messaging flow - Template rendering tests 3. **Documentation** (Priority: Medium) - User guide for staff - API documentation - Template variable reference 4. **Enhancements** (Priority: Low) - Real-time status updates via WebSockets - Message scheduling - Template versioning - Cost tracking per message - Advanced analytics (engagement metrics) ## Integration Points ### Existing Integrations ✅ - `integrations/messaging_service.py` - Main messaging service - `integrations/tasks.py` - Celery tasks for async processing - `appointments/models.py` - Links appointments to messages - `core/models.py` - Patient and User models ### Database Schema All models use existing schema: - UUID primary keys - Tenant-based multi-tenancy - Timestamp tracking (created_at, updated_at) - Soft deletes where applicable ## Technology Stack ### Backend - Django 5.1 - Python 3.x - PostgreSQL (via existing setup) - Celery (for async tasks) ### Frontend - Bootstrap 5 - HTMX (for dynamic updates) - Chart.js (for analytics charts) - Select2 (for enhanced dropdowns) - Font Awesome (icons) ### Messaging Providers - SMS: Twilio/Unifonic (via integrations app) - WhatsApp: Twilio/Unifonic (via integrations app) - Email: Django email backend ## File Structure ``` notifications/ ├── __init__.py ├── admin.py # Django admin (existing) ├── apps.py # App configuration ├── forms.py # ✅ All forms implemented ├── models.py # ✅ Existing models ├── urls.py # ✅ URL routing ├── views.py # ✅ All views implemented ├── migrations/ # Database migrations └── templates/ └── notifications/ ├── dashboard.html # ✅ Completed ├── message_list.html # 🔄 Pending ├── message_detail.html # 🔄 Pending ├── template_list.html # 🔄 Pending ├── template_detail.html # 🔄 Pending ├── template_form.html # 🔄 Pending ├── template_confirm_delete.html # 🔄 Pending ├── template_test.html # 🔄 Pending ├── bulk_message.html # 🔄 Pending ├── analytics.html # 🔄 Pending └── partials/ └── message_list_partial.html # 🔄 Pending ``` ## Next Steps 1. **Complete Frontend Templates** (Estimated: 2-3 hours) - Create remaining HTML templates - Ensure bilingual support (EN/AR with RTL) - Add HTMX interactions - Style with Bootstrap 5 2. **Testing** (Estimated: 1-2 hours) - Test all views and forms - Verify permissions and tenant filtering - Test message sending flow - Test template management 3. **Documentation** (Estimated: 1 hour) - Create user guide - Document template variables - Add inline help text ## Usage Examples ### Accessing the Dashboard ``` URL: /notifications/ Permission: Admin, Front Desk ``` ### Sending Bulk Messages ```python # Via UI: /notifications/bulk/ # Via Code: from integrations.messaging_service import MessagingService service = MessagingService() result = service.send_bulk_messages( recipients=['+966501234567', '+966507654321'], message='Your appointment is tomorrow', channel='SMS', tenant_id=tenant_id ) ``` ### Creating Templates ```python # Via UI: /notifications/templates/create/ # Via Code: template = MessageTemplate.objects.create( code='appointment_reminder', name='Appointment Reminder', channel='SMS', body_en='Hi {patient_name}, your appointment is on {date}', body_ar='مرحبا {patient_name}، موعدك في {date}', variables=['patient_name', 'date'], tenant=tenant ) ``` ## Notes - All views include proper error handling - Forms include validation for required fields - Templates support both English and Arabic (RTL) - HTMX used for dynamic updates without page refresh - Export functionality available for reporting - Audit logging tracks all administrative actions ## Status: 70% Complete **Completed:** - ✅ Backend (forms, views, URLs) - ✅ Dashboard template - ✅ URL routing - ✅ Integration with main project **Remaining:** - 🔄 Frontend templates (9 templates) - 🔄 Testing - 🔄 Documentation ## Contributors - Implementation: Cline AI Assistant - Date: October 28, 2025