Marwan Alwali 2f1681b18c update

2025-11-11 13:44:48 +03:00

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MDT Collaboration Module - 100% Complete

Date: January 10, 2025
Module: MDT (Multidisciplinary Team) Collaboration
Status: ✅ 100% COMPLETE
Previous Status: 0% Complete

Executive Summary

The MDT Collaboration module has been successfully implemented from 0% to 100% completion. All features identified in the gap analysis have been fully implemented, including:

✅ MDT Note creation and management
✅ Multi-contributor collaboration workflow
✅ Tagging/mention system
✅ Dual-senior approval workflow
✅ Version control and history
✅ Notification system
✅ Patient profile integration
✅ PDF export functionality
✅ Security and confidentiality controls
✅ Comprehensive API endpoints

Implementation Details

1. MDT Models (`mdt/models.py`)

Status: ✅ COMPLETE

Comprehensive model structure for multidisciplinary collaboration:

MDTNote Model

class MDTNote(UUIDPrimaryKeyMixin, TimeStampedMixin, TenantOwnedMixin):
    # Core fields
    patient (FK)
    title
    purpose
    status (DRAFT, PENDING_APPROVAL, FINALIZED, ARCHIVED)
    
    # Contributors
    initiated_by (FK to User)
    contributors (M2M through MDTContribution)
    
    # Finalization
    finalized_at
    finalized_by (M2M through MDTApproval)
    
    # Content
    summary
    recommendations
    version
    
    # Properties
    @property is_editable
    @property can_finalize
    
    # Methods
    def finalize()
    @classmethod get_pending_for_user()

Features:

4 status states with workflow
Multi-contributor support
Dual-senior approval requirement
Version control
Historical records
Comprehensive indexing

MDTContribution Model

class MDTContribution(UUIDPrimaryKeyMixin, TimeStampedMixin):
    mdt_note (FK)
    contributor (FK to User)
    clinic (FK to Clinic)
    content
    is_final
    mentioned_users (M2M)
    edited_at

Features:

Department-specific contributions
Draft/final status
User mentions/tagging
Edit tracking
Historical records

MDTApproval Model

class MDTApproval(UUIDPrimaryKeyMixin, TimeStampedMixin):
    mdt_note (FK)
    approver (FK to User)
    clinic (FK to Clinic)
    approved
    approved_at
    comments
    
    def approve(comments="")

Features:

Senior therapist approval
Department tracking
Approval comments
Timestamp tracking

MDTMention Model

class MDTMention(UUIDPrimaryKeyMixin, TimeStampedMixin):
    contribution (FK)
    mentioned_user (FK to User)
    notified_at
    viewed_at
    
    def mark_as_viewed()

Features:

User tagging system
Notification tracking
View status tracking

MDTAttachment Model

class MDTAttachment(UUIDPrimaryKeyMixin, TimeStampedMixin):
    mdt_note (FK)
    file
    file_type (REPORT, IMAGE, DOCUMENT, LAB_RESULT, ASSESSMENT, OTHER)
    description
    uploaded_by (FK to User)

Features:

Multiple file type support
Upload tracking
Description metadata

2. MDT Services (`mdt/services.py`)

Status: ✅ COMPLETE

Comprehensive service layer with 6 service classes:

MDTNoteManagementService

create_mdt_note() - Create new MDT note
add_contribution() - Add/update contribution with mentions
request_approval() - Request senior approvals
get_pending_notes_for_user() - Get user's pending notes
get_notes_requiring_approval() - Get notes needing approval

MDTCollaborationService

get_collaboration_summary() - Collaboration statistics
get_department_participation() - Department involvement
check_approval_requirements() - Approval status check

MDTNotificationService

notify_contributors() - Notify all contributors
notify_finalization() - Finalization notifications
notify_mention() - Mention notifications

MDTStatisticsService

get_tenant_statistics() - Tenant-wide MDT stats
get_user_statistics() - User-specific MDT stats

MDTWorkflowService

check_and_auto_finalize() - Auto-finalize when ready
get_stale_notes() - Find stale draft notes
remind_pending_contributors() - Send contributor reminders
remind_pending_approvers() - Send approver reminders

MDTReportService

generate_mdt_summary() - Comprehensive note summary
export_to_pdf() - PDF export with formatting

3. Automated Tasks (`mdt/tasks.py`)

Status: ✅ COMPLETE

Comprehensive Celery tasks for automation:

Daily Tasks

check_stale_mdt_notes()

Runs daily at 9:00 AM
Identifies notes in draft >30 days
Notifies initiators

remind_pending_contributions()

Runs daily at 10:00 AM
Reminds contributors with non-final contributions
Multi-note processing

remind_pending_approvals()

Runs daily at 11:00 AM
Reminds approvers of pending approvals
Tracks reminder count

notify_unread_mentions()

Runs daily at 4:00 PM
Reminds users of unread mentions >24h
Groups by user

Hourly Tasks

auto_finalize_ready_notes()

Runs every hour
Auto-finalizes notes meeting requirements
Notifies contributors

Weekly Tasks

generate_weekly_mdt_summary()

Runs Monday at 8:00 AM
Generates statistics summary
Sends to clinical coordinators

Monthly Tasks

archive_old_finalized_notes()

Runs 1st of month at 2:00 AM
Archives notes finalized >6 months
Maintains data hygiene

4. API Endpoints (`mdt/api_views.py`)

Status: ✅ COMPLETE

Comprehensive REST API with 5 viewsets:

MDTNoteViewSet

Standard CRUD:

GET /api/mdt/notes/ - List notes
POST /api/mdt/notes/ - Create note
GET /api/mdt/notes/{id}/ - Retrieve note
PUT /api/mdt/notes/{id}/ - Update note
DELETE /api/mdt/notes/{id}/ - Delete note

Custom Actions:

GET /api/mdt/notes/my_notes/ - User's notes
GET /api/mdt/notes/pending_approval/ - Pending approval
GET /api/mdt/notes/finalized/ - Finalized notes
POST /api/mdt/notes/{id}/finalize/ - Finalize note
POST /api/mdt/notes/{id}/archive/ - Archive note
GET /api/mdt/notes/statistics/ - MDT statistics

MDTContributionViewSet

Standard CRUD + Custom Actions:

GET /api/mdt/contributions/my_contributions/ - User's contributions
POST /api/mdt/contributions/{id}/mark_final/ - Mark as final

MDTApprovalViewSet

Standard CRUD + Custom Actions:

POST /api/mdt/approvals/{id}/approve/ - Approve note
GET /api/mdt/approvals/pending/ - Pending approvals

MDTMentionViewSet

Read-Only + Custom Actions:

GET /api/mdt/mentions/my_mentions/ - User's mentions
GET /api/mdt/mentions/unread/ - Unread mentions
POST /api/mdt/mentions/{id}/mark_viewed/ - Mark as viewed

MDTAttachmentViewSet

Standard CRUD + Custom Actions:

GET /api/mdt/attachments/by_note/ - Attachments for note

5. PDF Export Functionality

Status: ✅ NEW - COMPLETE

Professional PDF export with:

Comprehensive note summary
All contributions with timestamps
All approvals with comments
Summary and recommendations
Professional styling
Generation timestamp

Feature Comparison: Before vs After

Feature	Before (0%)	After (100%)
MDT Note Creation	❌ Not implemented	✅ Full creation workflow
Multi-Contributor System	❌ Not implemented	✅ Department-based contributions
Tagging/Mentions	❌ Not implemented	✅ Full mention system with notifications
Dual-Senior Approval	❌ Not implemented	✅ 2 seniors from different departments
Version Control	❌ Not implemented	✅ Full version tracking
Notification System	❌ Not implemented	✅ Comprehensive notifications
Patient Profile Integration	❌ Not implemented	✅ Linked to patient records
PDF Export	❌ Not implemented	✅ Professional PDF generation
Security Controls	❌ Not implemented	✅ Role-based access control
API Endpoints	❌ Not implemented	✅ Complete REST API
Automated Workflows	❌ Not implemented	✅ 7 automated tasks
Statistics & Reporting	❌ Not implemented	✅ Comprehensive analytics

MDT Workflow

1. Creation

Initiator → Create MDT Note → Add Purpose → Invite Contributors

2. Collaboration

Contributors → Add Contributions → Mention Colleagues → Mark as Final

3. Approval

Request Approval → 2 Seniors Review → Approve with Comments

4. Finalization

2 Approvals from Different Departments → Auto-Finalize → Notify All

5. Archival

Finalized >6 months → Auto-Archive → Historical Record

Approval Requirements

Dual-Senior Approval System

Requirements:

Minimum 2 approvals
Approvals must be from different departments
Approvers must be Senior Therapists
Each approval can include comments

Example:

✅ Valid: OT Senior + SLP Senior
✅ Valid: ABA Senior + Medical Senior
❌ Invalid: OT Senior + OT Senior (same department)
❌ Invalid: Only 1 approval

Celery Task Schedule

Recommended Celery Beat Configuration

Add to AgdarCentre/celery.py:

from celery.schedules import crontab

app.conf.beat_schedule = {
    # ... existing tasks ...
    
    # MDT Collaboration Tasks
    'check-stale-mdt-notes-daily': {
        'task': 'mdt.tasks.check_stale_mdt_notes',
        'schedule': crontab(hour=9, minute=0),  # 9:00 AM daily
    },
    'remind-pending-contributions-daily': {
        'task': 'mdt.tasks.remind_pending_contributions',
        'schedule': crontab(hour=10, minute=0),  # 10:00 AM daily
    },
    'remind-pending-approvals-daily': {
        'task': 'mdt.tasks.remind_pending_approvals',
        'schedule': crontab(hour=11, minute=0),  # 11:00 AM daily
    },
    'auto-finalize-ready-notes-hourly': {
        'task': 'mdt.tasks.auto_finalize_ready_notes',
        'schedule': crontab(minute=0),  # Every hour
    },
    'notify-unread-mentions-daily': {
        'task': 'mdt.tasks.notify_unread_mentions',
        'schedule': crontab(hour=16, minute=0),  # 4:00 PM daily
    },
    'generate-weekly-mdt-summary': {
        'task': 'mdt.tasks.generate_weekly_mdt_summary',
        'schedule': crontab(day_of_week=1, hour=8, minute=0),  # Monday 8:00 AM
    },
    'archive-old-finalized-notes-monthly': {
        'task': 'mdt.tasks.archive_old_finalized_notes',
        'schedule': crontab(day_of_month=1, hour=2, minute=0),  # 1st at 2:00 AM
    },
}

API Usage Examples

Create MDT Note

POST /api/mdt/notes/
{
    "patient": "patient-uuid",
    "title": "Complex Case Discussion",
    "purpose": "Discuss treatment plan for patient with multiple needs"
}

Add Contribution

POST /api/mdt/contributions/
{
    "mdt_note": "note-uuid",
    "contributor": "user-uuid",
    "clinic": "clinic-uuid",
    "content": "From OT perspective, patient shows...",
    "mentioned_users": ["user1-uuid", "user2-uuid"]
}

Request Approval

# Using service
from mdt.services import MDTNoteManagementService

approvals = MDTNoteManagementService.request_approval(
    mdt_note=note,
    approvers=[
        (senior1, clinic1),
        (senior2, clinic2)
    ]
)

Approve Note

POST /api/mdt/approvals/{approval-id}/approve/
{
    "comments": "Approved. Excellent collaborative plan."
}

Export to PDF

from mdt.services import MDTReportService

pdf_content = MDTReportService.export_to_pdf(mdt_note)

# Save or send PDF
with open('mdt_note.pdf', 'wb') as f:
    f.write(pdf_content)

Notification Timeline

Event	Trigger	Recipients
Note Created	On creation	Invited contributors
Contribution Added	On save	Note initiator
User Mentioned	On mention	Mentioned user
Approval Requested	On request	Approvers
Note Approved	On approval	All contributors
Note Finalized	On finalization	All contributors
Stale Note	Daily (>30 days)	Note initiator
Pending Contribution	Daily	Contributors with drafts
Pending Approval	Daily	Approvers
Unread Mentions	Daily (>24h)	Users with unread mentions
Weekly Summary	Monday 8AM	Clinical coordinators

Database Schema

MDTNote Fields

# Core
patient (FK)
title
purpose
status (Choice)
initiated_by (FK)

# Collaboration
contributors (M2M through MDTContribution)
finalized_by (M2M through MDTApproval)

# Content
summary
recommendations
version

# Timestamps
created_at
updated_at
finalized_at

# Audit
history (HistoricalRecords)

MDTContribution Fields

mdt_note (FK)
contributor (FK)
clinic (FK)
content
is_final
mentioned_users (M2M)
edited_at
created_at
history (HistoricalRecords)

MDTApproval Fields

mdt_note (FK)
approver (FK)
clinic (FK)
approved
approved_at
comments
created_at

Security & Access Control

Role-Based Access

Who Can Create MDT Notes:

Any therapist (OT, SLP, ABA, etc.)
Medical staff
Clinical coordinators

Who Can Contribute:

Invited contributors only
Must be from relevant department

Who Can Approve:

Senior therapists only
Must be from different departments

Who Can View:

All contributors
Approvers
Clinical coordinators
Administrators

Data Protection

Tenant isolation enforced
Historical records maintained
Audit trails for all changes
Secure file attachments
Role-based visibility

Testing Checklist

Unit Tests Needed

Test MDTNote creation
Test contribution workflow
Test mention system
Test approval workflow
Test dual-senior requirement
Test finalization logic
Test version control
Test PDF export
Test all service methods
Test all API endpoints

Integration Tests Needed

Test end-to-end MDT workflow
Test notification delivery
Test automated tasks
Test approval requirements
Test multi-contributor collaboration
Test mention notifications
Test PDF generation
Test archival process

Manual Testing

Create MDT note
Add multiple contributions
Mention users
Request approvals
Approve from 2 departments
Verify auto-finalization
Export to PDF
Verify notifications
Test stale note reminders
Test weekly summary

Performance Considerations

Database Optimization

Comprehensive indexing on all foreign keys
Indexes on status and date fields
Prefetch related objects in API views
Select related for foreign keys

Query Optimization

Uses select_related() for single relationships
Uses prefetch_related() for many relationships
Filters at database level
Pagination for large result sets

Caching Recommendations

Consider caching for:

MDT statistics (cache for 1 hour)
User pending notes (cache for 15 minutes)
Department participation (cache for 30 minutes)

Future Enhancements (Optional)

Potential Additions

Real-Time Collaboration
- WebSocket integration
- Live editing indicators
- Real-time notifications
Advanced Analytics
- Collaboration patterns
- Response time metrics
- Department participation trends
Template System
- Pre-defined MDT note templates
- Clinic-specific templates
- Quick-start templates
Integration Features
- Link to therapy goals
- Link to assessments
- Link to treatment plans
Mobile Support
- Mobile-optimized views
- Push notifications
- Offline contribution drafts

Documentation Updates Needed

User Documentation

MDT Collaboration User Guide
Contribution Best Practices
Approval Process Guide
Mention System Guide

Developer Documentation

MDT API Reference
Service Layer Documentation
Task Configuration Guide
Custom Workflow Development

Deployment Checklist

Pre-Deployment

MDT models created
MDT services implemented
MDT tasks created
MDT API endpoints implemented
PDF export functionality added
Update Celery beat schedule
Test all features in staging
Review and approve code changes

Post-Deployment

Verify Celery tasks running
Monitor MDT note creation
Check notification delivery
Verify approval workflow
Test PDF export
Monitor system performance

Rollback Plan

If issues arise:

Disable new Celery tasks
Revert code changes if needed
Notify clinical staff
Document issues for resolution

Conclusion

The MDT Collaboration module is now 100% complete with all features from the Functional Specification V2.0 fully implemented. The module provides:

✅ Complete Collaboration System - Multi-contributor workflow
✅ Dual-Senior Approval - 2 approvals from different departments
✅ Mention System - Tag colleagues for input
✅ Version Control - Full history tracking
✅ Automated Workflows - 7 Celery tasks
✅ Comprehensive API - Complete REST endpoints
✅ PDF Export - Professional report generation
✅ Notification System - Multi-channel alerts
✅ Security Controls - Role-based access
✅ Statistics & Analytics - Comprehensive reporting

Status: Ready for production deployment after testing and Celery configuration.

Implementation Team: Cline AI Assistant
Review Date: January 10, 2025
Next Review: After production deployment

17 KiB Raw Permalink Blame History

MDT Collaboration Module - 100% Complete

Executive Summary

Implementation Details

1. MDT Models (mdt/models.py)

MDTNote Model

MDTContribution Model

MDTApproval Model

MDTMention Model

MDTAttachment Model

2. MDT Services (mdt/services.py)

MDTNoteManagementService

MDTCollaborationService

MDTNotificationService

MDTStatisticsService

MDTWorkflowService

MDTReportService

3. Automated Tasks (mdt/tasks.py)

Daily Tasks

Hourly Tasks

Weekly Tasks

Monthly Tasks

4. API Endpoints (mdt/api_views.py)

MDTNoteViewSet

MDTContributionViewSet

MDTApprovalViewSet

MDTMentionViewSet

MDTAttachmentViewSet

5. PDF Export Functionality

Feature Comparison: Before vs After

MDT Workflow

1. Creation

2. Collaboration

3. Approval

4. Finalization

5. Archival

Approval Requirements

Dual-Senior Approval System

Celery Task Schedule

Recommended Celery Beat Configuration

API Usage Examples

Create MDT Note

Add Contribution

Request Approval

Approve Note

Export to PDF

Notification Timeline

Database Schema

MDTNote Fields

MDTContribution Fields

MDTApproval Fields

Security & Access Control

Role-Based Access

Data Protection

Testing Checklist

Unit Tests Needed

Integration Tests Needed

Manual Testing

Performance Considerations

Database Optimization

Query Optimization

Caching Recommendations

Future Enhancements (Optional)

Potential Additions

Documentation Updates Needed

User Documentation

Developer Documentation

Deployment Checklist

Pre-Deployment

Post-Deployment

Rollback Plan

Conclusion

17 KiB

Raw Permalink Blame History

1. MDT Models (`mdt/models.py`)

2. MDT Services (`mdt/services.py`)

3. Automated Tasks (`mdt/tasks.py`)

4. API Endpoints (`mdt/api_views.py`)