731 lines
21 KiB
Markdown
731 lines
21 KiB
Markdown
# Internal Notifications Assessment Report
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**AgdarCentre Healthcare Platform**
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**Date:** November 2, 2025
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**Assessed By:** Cline AI Assistant
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---
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## 📊 Executive Summary
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The AgdarCentre project implements a **dual-layer notification system**:
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1. **External Notifications** (SMS/WhatsApp/Email) - For patient communications ✅ **Fully Implemented**
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2. **Internal Notifications** (In-app) - For staff communications ❌ **Critical Gap Identified**
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**Overall Status:** 70% Complete
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**Critical Issue:** In-app notification model is missing, causing all internal staff notifications to fail silently.
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---
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## 🏗️ System Architecture
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### Notification Flow
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```
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User Action (e.g., Book Appointment)
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↓
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Django Signal (post_save)
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↓
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Signal Handler (appointments/signals.py)
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↓
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Celery Task (core/tasks.py)
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↓
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┌─────────────────────────────────────┐
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│ Multi-Channel Notification │
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├─────────────────────────────────────┤
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│ • In-App (❌ Model Missing) │
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│ • Email (✅ Working) │
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│ • SMS (✅ Working) │
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│ • WhatsApp (✅ Working) │
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└─────────────────────────────────────┘
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↓
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Message/Notification Record Created
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↓
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Provider Integration (Twilio/Unifonic)
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↓
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Delivery Status Tracking
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```
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---
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## ✅ Implemented Components
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### 1. External Notification System
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**Location:** `notifications/` app
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#### Models (`notifications/models.py`)
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1. **MessageTemplate**
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- Reusable message templates
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- Bilingual support (English/Arabic)
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- Variable substitution system
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- Channel-specific (SMS/WhatsApp/Email)
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- Active/inactive status
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2. **Message**
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- Outbound message tracking
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- Status lifecycle: QUEUED → SENT → DELIVERED → FAILED
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- Provider integration (Twilio/Unifonic)
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- Retry logic (max 3 attempts)
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- Cost tracking
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- Delivery timestamps
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3. **NotificationPreference**
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- Patient-specific preferences
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- Channel preferences (SMS/WhatsApp/Email)
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- Notification type preferences
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- Language preference (EN/AR)
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- Preferred channel priority
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4. **MessageLog**
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- Detailed audit trail
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- Event tracking (Created, Queued, Sent, Delivered, Failed, Read, Retry)
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- Provider response storage
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- Error message capture
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#### Messaging Service (`integrations/messaging_service.py`)
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**Key Features:**
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- Template-based messaging with variable substitution
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- Multi-channel delivery (SMS, WhatsApp, Email)
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- Automatic delivery tracking
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- Patient preference checking
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- Retry logic for failed messages
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- Bulk messaging capabilities
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- Status synchronization with providers
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**Main Methods:**
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```python
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MessagingService:
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- send_from_template() # Send using template
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- send_message() # Send direct message
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- update_message_status() # Sync with provider
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- retry_failed_message() # Retry failed sends
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- send_bulk_messages() # Bulk sending
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- get_message_statistics() # Analytics
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```
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#### Management Interface (`notifications/views.py`)
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**Dashboard Views:**
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- `MessageDashboardView` - Statistics, charts, recent messages
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- `MessageAnalyticsView` - Detailed analytics and reports
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**Message Management:**
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- `MessageListView` - List with filtering and search
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- `MessageDetailView` - Full message details and timeline
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- `MessageExportView` - CSV export
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- `MessageRetryView` - Retry failed messages
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**Template Management:**
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- `TemplateListView` - List all templates
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- `TemplateDetailView` - Template details and usage stats
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- `TemplateCreateView` - Create new template
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- `TemplateUpdateView` - Edit template
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- `TemplateDeleteView` - Delete template
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- `TemplateToggleView` - Activate/deactivate
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- `TemplateTestView` - Test with sample data
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**Bulk Messaging:**
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- `BulkMessageView` - Send to multiple recipients
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**Status:** Backend 100% complete, Frontend templates 10% complete
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### 2. Celery Tasks (`core/tasks.py`)
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**Email Tasks:**
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- `send_email_task()` - Send plain email
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- `send_template_email_task()` - Send using Django template
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**SMS/WhatsApp Tasks:**
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- `send_sms_task()` - Send SMS via Twilio
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- `send_whatsapp_task()` - Send WhatsApp via Twilio
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**In-App Notification Tasks:**
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- `create_notification_task()` - ❌ **BROKEN** - References non-existent model
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- `send_multi_channel_notification_task()` - Multi-channel delivery
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**Maintenance Tasks:**
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- `cleanup_old_notifications()` - Clean up old read notifications
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### 3. Appointment Lifecycle Notifications (`appointments/signals.py`)
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**Automatic Notifications Triggered:**
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| Event | Notification Type | Recipients | Channels |
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|-------|------------------|------------|----------|
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| New Appointment | In-app + Email | Provider | In-app, Email |
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| Confirmed | Multi-channel | Patient | SMS/WhatsApp, Email, In-app |
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| Rescheduled | Multi-channel | Patient + Provider | SMS/WhatsApp, Email, In-app |
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| Patient Arrived | In-app | Provider | In-app |
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| In Progress | Log only | - | - |
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| Completed | Email | Patient | Email |
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| Cancelled | Multi-channel | Patient + Provider | SMS/WhatsApp, Email, In-app |
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| No-Show | Email + In-app | Patient + Provider | Email, In-app |
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**Signal Handlers:**
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```python
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- appointment_pre_save() # Auto-generate appointment number
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- appointment_post_save() # Trigger notifications
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- create_subfile_if_needed() # Auto-create patient sub-file
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- notify_provider_new_appointment()
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- create_patient_confirmation_token()
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- schedule_appointment_reminders()
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- handle_appointment_confirmed()
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- handle_appointment_rescheduled()
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- handle_appointment_arrived()
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- handle_appointment_in_progress()
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- handle_appointment_completed()
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- handle_appointment_cancelled()
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- handle_appointment_no_show()
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```
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### 4. Appointment Reminder System (`appointments/tasks.py`)
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**Scheduled Reminders:**
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- 24-hour reminder before appointment
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- 2-hour reminder before appointment
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- Automatic cancellation on appointment changes
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**Reminder Channels:**
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- Determined by patient preferences
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- Default: SMS
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- Fallback: WhatsApp → Email
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---
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## ❌ Critical Gaps Identified
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### 1. Missing In-App Notification Model
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**Problem:**
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The `create_notification_task()` function in `core/tasks.py` attempts to import:
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```python
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from notifications.models import Notification # ❌ This model doesn't exist
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```
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**Impact:**
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- All in-app notifications are failing silently
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- Staff members receive no internal notifications
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- System relies entirely on external channels (email/SMS)
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- Provider alerts not working
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- Patient arrival notifications not working
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- Status change notifications not working
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**Evidence:**
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```python
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# core/tasks.py line 150
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@shared_task(bind=True, max_retries=3)
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def create_notification_task(
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self,
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user_id: str,
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title: str,
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message: str,
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notification_type: str = 'INFO',
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related_object_type: Optional[str] = None,
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related_object_id: Optional[str] = None,
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) -> bool:
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try:
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from notifications.models import Notification # ❌ FAILS HERE
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from core.models import User
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user = User.objects.get(id=user_id)
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notification = Notification.objects.create( # ❌ NEVER EXECUTES
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user=user,
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title=title,
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message=message,
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notification_type=notification_type,
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related_object_type=related_object_type,
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related_object_id=related_object_id,
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)
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logger.info(f"Notification created for user {user_id}: {title}")
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return True
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except Exception as exc:
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logger.error(f"Failed to create notification: {exc}")
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raise self.retry(exc=exc, countdown=60)
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```
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**Required Fix:**
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Create `Notification` model in `notifications/models.py` with fields:
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- `user` (ForeignKey to User)
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- `title` (CharField)
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- `message` (TextField)
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- `notification_type` (CharField with choices: INFO, WARNING, ERROR, SUCCESS)
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- `is_read` (BooleanField)
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- `read_at` (DateTimeField, nullable)
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- `related_object_type` (CharField, nullable)
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- `related_object_id` (UUIDField, nullable)
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- `created_at` (DateTimeField)
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- `updated_at` (DateTimeField)
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### 2. Missing Notification Center UI
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**Problem:**
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No user interface for staff to view in-app notifications
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**Required Components:**
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- Bell icon in header with unread count badge
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- Dropdown notification list
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- Mark as read functionality
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- Link to related objects (appointments, invoices, etc.)
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- Notification preferences page
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- Notification history page
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### 3. Incomplete Frontend Templates
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**Status:** 9 templates pending (only dashboard.html completed)
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**Missing Templates:**
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1. `message_list.html` - Message list view
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2. `message_detail.html` - Message detail view
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3. `template_list.html` - Template list view
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4. `template_detail.html` - Template detail view
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5. `template_form.html` - Template create/edit form
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6. `template_confirm_delete.html` - Template deletion confirmation
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7. `template_test.html` - Template testing interface
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8. `bulk_message.html` - Bulk messaging interface
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9. `analytics.html` - Analytics dashboard
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10. `partials/message_list_partial.html` - HTMX partial
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---
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## 📋 Notification Types
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### External (Patient-Facing)
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1. **Appointment Reminders**
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- Automated 24 hours before
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- Automated 2 hours before
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- Respects patient preferences
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- Multi-channel delivery
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2. **Appointment Confirmations**
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- On booking
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- On confirmation
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- Includes appointment details
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3. **Rescheduling Notices**
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- New date/time
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- Reason for change
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- Confirmation request
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4. **Cancellation Notices**
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- Cancellation reason
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- Rescheduling instructions
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5. **Completion Receipts**
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- Thank you message
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- Next steps
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6. **Billing Notifications**
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- Invoice generation
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- Payment reminders
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- Payment confirmations
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7. **Marketing Communications**
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- Optional (preference-based)
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- Promotional offers
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- Health tips
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### Internal (Staff-Facing)
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1. **New Appointment Alerts**
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- Provider notifications
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- Appointment details
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- Patient information
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2. **Patient Arrival Alerts**
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- Front desk → Provider
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- Financial clearance status
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- Consent verification status
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3. **Status Change Alerts**
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- Appointment lifecycle updates
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- Rescheduling notifications
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- Cancellation notifications
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4. **System Alerts**
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- Errors
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- Warnings
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- Info messages
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---
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## 🔧 Technical Implementation Details
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### Message Template System
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**Variable Substitution:**
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```python
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# Template definition
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template.body_en = "Hi {patient_name}, your appointment is on {date} at {time}"
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template.variables = ['patient_name', 'date', 'time']
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# Rendering
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context = {
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'patient_name': 'Ahmed Al-Saud',
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'date': '2025-11-15',
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'time': '10:00 AM'
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}
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rendered = template.render(language='en', **context)
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# Result: "Hi Ahmed Al-Saud, your appointment is on 2025-11-15 at 10:00 AM"
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```
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**Bilingual Support:**
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- English: `body_en` field
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- Arabic: `body_ar` field with RTL support
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- Automatic language selection based on patient preference
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### Patient Notification Preferences
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**Controllable Settings:**
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1. **Channel Preferences:**
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- SMS enabled/disabled
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- WhatsApp enabled/disabled
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- Email enabled/disabled
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2. **Notification Types:**
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- Appointment reminders
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- Appointment confirmations
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- Results notifications
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- Billing notifications
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- Marketing communications
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3. **Language & Channel:**
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- Preferred language (EN/AR)
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- Preferred channel (SMS/WhatsApp/Email)
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**Preference Checking:**
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```python
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# In MessagingService
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def _check_patient_preferences(patient_id, channel, notification_type):
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prefs = NotificationPreference.objects.get(patient_id=patient_id)
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return prefs.can_send(channel, notification_type)
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```
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### Message Delivery Tracking
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**Status Lifecycle:**
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```
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QUEUED → SENT → DELIVERED → READ
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↓
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FAILED (with retry logic, max 3 attempts)
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↓
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BOUNCED (permanent failure)
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```
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**Audit Trail:**
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- `MessageLog` records every state transition
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- Provider responses stored in JSON
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- Error messages captured
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- Retry attempts tracked
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- Timestamps for each event
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**Example Timeline:**
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```
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1. Created - 2025-11-02 10:00:00
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2. Queued - 2025-11-02 10:00:01
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3. Sending - 2025-11-02 10:00:02
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4. Sent - 2025-11-02 10:00:03 (Provider: Twilio, SID: SM123...)
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5. Delivered - 2025-11-02 10:00:15 (Confirmed by provider)
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6. Read - 2025-11-02 10:05:30 (WhatsApp read receipt)
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```
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### Retry Logic
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**Automatic Retries:**
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- Max 3 retry attempts
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- Exponential backoff (60s, 120s, 240s)
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- Only for FAILED status
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- Manual retry available via UI
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**Retry Conditions:**
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```python
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def can_retry(self):
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return self.status == Message.Status.FAILED and self.retry_count < 3
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```
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---
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## 📈 Analytics & Reporting
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### Available Metrics
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**Dashboard Statistics:**
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- Total messages sent
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- Success rate (%)
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- Messages by status (Queued, Sent, Delivered, Failed)
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- Messages by channel (SMS, WhatsApp, Email)
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- Daily trend (last 7 days)
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**Analytics Dashboard:**
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- Delivery rate charts
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- Channel comparison
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- Daily/weekly/monthly trends
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- Top templates by usage
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- Cost analysis (per message, per channel)
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- Failure analysis
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**Export Capabilities:**
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- CSV export of message history
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- Filtered exports (date range, channel, status, template)
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- Includes all message details and timestamps
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### Sample Analytics Query
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```python
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# Get statistics for last 7 days
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stats = MessagingService().get_message_statistics(
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tenant_id=tenant_id,
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days=7
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)
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# Returns:
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{
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'total': 1250,
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'by_channel': {
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'SMS': 800,
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'WHATSAPP': 350,
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'EMAIL': 100
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},
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'by_status': {
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'DELIVERED': 1150,
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'FAILED': 50,
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'QUEUED': 50
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},
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'success_rate': 92.0
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}
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```
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---
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## 🔐 Security & Permissions
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### Role-Based Access Control
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**Notification Management:**
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- Admin: Full access (create, edit, delete templates, send bulk messages)
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- Front Desk: View messages, send individual messages, retry failed
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- Provider: View own notifications only
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- Patient: View own messages only (future feature)
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**Tenant Isolation:**
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- All queries filtered by tenant
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- Multi-tenancy enforced at model level
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- No cross-tenant data access
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**Audit Logging:**
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- All administrative actions logged
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- User, timestamp, action type recorded
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- Changes tracked for compliance
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---
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## 📁 Key Files Reference
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### Models
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- `notifications/models.py` - External notification models (MessageTemplate, Message, NotificationPreference, MessageLog)
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- ❌ **Missing:** In-app Notification model
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### Services
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- `integrations/messaging_service.py` - Main messaging API (500+ lines)
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- `integrations/sms_providers.py` - Provider abstraction layer
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- `core/tasks.py` - Celery tasks for async notifications
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### Signal Handlers
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- `appointments/signals.py` - Appointment lifecycle notifications (600+ lines)
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- `finance/signals.py` - Financial notifications (if exists)
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- `core/signals.py` - Core model signals
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### Views
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- `notifications/views.py` - Notification management views (800+ lines)
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- `notifications/forms.py` - Forms for templates and messages
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- `notifications/urls.py` - URL routing
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### Templates
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- `notifications/templates/notifications/dashboard.html` - ✅ Complete
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- `notifications/templates/notifications/*.html` - ❌ 9 templates pending
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### Tasks
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- `appointments/tasks.py` - Appointment-specific tasks (reminders, confirmations)
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- `integrations/tasks.py` - Integration tasks (provider sync)
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---
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## 📊 Implementation Completeness Matrix
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| Component | Status | Completion | Priority |
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|-----------|--------|------------|----------|
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| **External Notifications** | | | |
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| - Message Models | ✅ Complete | 100% | - |
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| - Message Templates | ✅ Complete | 100% | - |
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| - Delivery Tracking | ✅ Complete | 100% | - |
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| - Patient Preferences | ✅ Complete | 100% | - |
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| - Messaging Service | ✅ Complete | 100% | - |
|
|
| - Provider Integration | ✅ Complete | 100% | - |
|
|
| - Retry Logic | ✅ Complete | 100% | - |
|
|
| - Bulk Messaging Backend | ✅ Complete | 100% | - |
|
|
| - Analytics Backend | ✅ Complete | 100% | - |
|
|
| **Internal Notifications** | | | |
|
|
| - In-App Notification Model | ❌ Missing | 0% | 🔴 Critical |
|
|
| - Notification Tasks | ⚠️ Broken | 0% | 🔴 Critical |
|
|
| - Notification Center UI | ❌ Missing | 0% | 🟡 High |
|
|
| **Frontend** | | | |
|
|
| - Dashboard Template | ✅ Complete | 100% | - |
|
|
| - Message Templates | ❌ Missing | 0% | 🟡 High |
|
|
| - Template Templates | ❌ Missing | 0% | 🟡 High |
|
|
| - Bulk Messaging Template | ❌ Missing | 0% | 🟡 High |
|
|
| - Analytics Template | ❌ Missing | 0% | 🟢 Medium |
|
|
| - HTMX Partials | ❌ Missing | 0% | 🟢 Medium |
|
|
| **Integration** | | | |
|
|
| - Appointment Signals | ✅ Complete | 100% | - |
|
|
| - Celery Tasks | ✅ Complete | 100% | - |
|
|
| - URL Routing | ✅ Complete | 100% | - |
|
|
|
|
**Overall Completion:** 70%
|
|
|
|
---
|
|
|
|
## 🚨 Critical Issues Summary
|
|
|
|
### Issue #1: Missing In-App Notification Model
|
|
- **Severity:** 🔴 Critical
|
|
- **Impact:** All internal staff notifications failing
|
|
- **Affected Features:**
|
|
- Provider appointment alerts
|
|
- Patient arrival notifications
|
|
- Status change notifications
|
|
- System alerts
|
|
- **Fix Required:** Create Notification model
|
|
- **Estimated Effort:** 1-2 hours
|
|
|
|
### Issue #2: No Notification Center UI
|
|
- **Severity:** 🟡 High
|
|
- **Impact:** Staff cannot view notifications
|
|
- **Affected Users:** All staff members
|
|
- **Fix Required:** Build notification center interface
|
|
- **Estimated Effort:** 3-4 hours
|
|
|
|
### Issue #3: Incomplete Frontend Templates
|
|
- **Severity:** 🟡 High
|
|
- **Impact:** Cannot manage messages/templates via UI
|
|
- **Affected Features:** Message management, template management, bulk messaging
|
|
- **Fix Required:** Create 9 missing templates
|
|
- **Estimated Effort:** 2-3 hours
|
|
|
|
---
|
|
|
|
## 💡 Recommendations
|
|
|
|
### Immediate Actions (Priority 1)
|
|
|
|
1. **Create In-App Notification Model**
|
|
- Add to `notifications/models.py`
|
|
- Create migration
|
|
- Update admin interface
|
|
- Test with existing signal handlers
|
|
|
|
2. **Build Notification Center UI**
|
|
- Bell icon in header with badge
|
|
- Dropdown notification list
|
|
- Mark as read functionality
|
|
- Link to related objects
|
|
|
|
3. **Complete Frontend Templates**
|
|
- Message list and detail views
|
|
- Template management views
|
|
- Bulk messaging interface
|
|
|
|
### Short-Term Improvements (Priority 2)
|
|
|
|
1. **Real-Time Notifications**
|
|
- Implement WebSockets (Django Channels)
|
|
- Or use HTMX polling for updates
|
|
- Push notifications to browser
|
|
|
|
2. **Enhanced Analytics**
|
|
- Engagement metrics (open rates, click rates)
|
|
- Cost analysis by department
|
|
- Provider performance metrics
|
|
|
|
3. **Notification Preferences UI**
|
|
- Staff notification preferences
|
|
- Quiet hours configuration
|
|
- Notification grouping
|
|
|
|
### Long-Term Enhancements (Priority 3)
|
|
|
|
1. **Advanced Features**
|
|
- Message scheduling
|
|
- Template versioning
|
|
- A/B testing for templates
|
|
- Rich media support (images, attachments)
|
|
|
|
2. **Integration Expansion**
|
|
- Additional SMS providers
|
|
- Push notifications (mobile app)
|
|
- Slack/Teams integration
|
|
|
|
3. **AI/ML Features**
|
|
- Smart send time optimization
|
|
- Predictive delivery success
|
|
- Automated template suggestions
|
|
|
|
---
|
|
|
|
## 🎯 Conclusion
|
|
|
|
The AgdarCentre notification system has a **solid foundation** with:
|
|
|
|
✅ **Strengths:**
|
|
- Comprehensive external messaging (SMS/WhatsApp/Email)
|
|
- Robust template system with bilingual support
|
|
- Detailed delivery tracking and analytics
|
|
- Patient preference management
|
|
- Automated appointment lifecycle notifications
|
|
- Multi-channel delivery with fallback
|
|
- Retry logic and error handling
|
|
|
|
❌ **Critical Gaps:**
|
|
- In-app notification model missing
|
|
- Staff cannot receive internal notifications
|
|
- Notification center UI not implemented
|
|
- Frontend templates incomplete
|
|
|
|
**Overall Assessment:** The external notification system is production-ready and well-implemented. However, the internal notification system has a critical flaw that prevents staff from receiving in-app notifications. This should be addressed immediately to ensure proper staff communication.
|
|
|
|
**Recommended Next Steps:**
|
|
1. Create the missing Notification model (1-2 hours)
|
|
2. Build notification center UI (3-4 hours)
|
|
3. Complete frontend templates (2-3 hours)
|
|
4. Add real-time notification delivery (4-6 hours)
|
|
|
|
**Total Estimated Effort:** 10-15 hours to reach 100% completion
|
|
|
|
---
|
|
|
|
## 📞 Support & Documentation
|
|
|
|
**Related Documentation:**
|
|
- `NOTIFICATIONS_IMPLEMENTATION_SUMMARY.md` - Implementation details
|
|
- `PHASE6_SMS_WHATSAPP_INTEGRATION_COMPLETE.md` - SMS/WhatsApp integration
|
|
- `PHASE4_STATE_MACHINE_NOTIFICATIONS_COMPLETE.md` - State machine notifications
|
|
|
|
**Key Contacts:**
|
|
- Backend: `integrations/messaging_service.py`
|
|
- Frontend: `notifications/views.py`
|
|
- Signals: `appointments/signals.py`
|
|
- Tasks: `core/tasks.py`
|
|
|
|
---
|
|
|
|
**Report Generated:** November 2, 2025
|
|
**Version:** 1.0
|
|
**Status:** Complete
|