agdar/USER_PROFILE_IMPLEMENTATION.md

# User Profile Implementation - Complete

## Overview
This document summarizes the complete implementation of user profile views and templates with full functionality for the AgdarCentre healthcare platform.

## Implementation Date
October 27, 2025

## Components Implemented

### 1. Model Enhancements (core/models.py)
Enhanced the `User` model with the following new fields:

- **profile_picture**: ImageField for user avatars
- **bio**: TextField for user biography
- **preferences**: JSONField for storing user preferences (language, notifications, etc.)
- **email_verified**: BooleanField to track email verification status
- **last_login_ip**: GenericIPAddressField to track last login IP
- **timezone**: CharField for user timezone preference (default: Asia/Riyadh)

Added helper methods:
- `get_profile_completion()`: Calculates profile completion percentage
- `get_initials()`: Returns user initials for avatar display

### 2. Forms (core/forms.py)
Created comprehensive forms for user profile management:

#### UserProfileForm
- Allows users to edit their own profile information
- Fields: first_name, last_name, email, phone_number, profile_picture, bio, timezone
- Includes timezone choices for Middle East region

#### UserPreferencesForm
- Manages user preferences stored in JSON field
- Fields: language, email_notifications, sms_notifications, appointment_reminders, dashboard_layout
- Automatically loads and saves preferences from/to User.preferences JSON field

#### UserPasswordChangeForm
- Custom password change form with Bootstrap styling
- Extends Django's PasswordChangeForm
- Includes proper validation and session management

#### UserAdminForm
- Admin form for creating/editing staff members
- Fields: username, first_name, last_name, email, phone_number, employee_id, role, is_active, is_staff, profile_picture, bio
- Includes password fields with validation
- Password required for new users, optional for updates

#### UserSearchForm
- Search form for staff list
- Fields: search (name, email, employee ID), role filter, status filter

### 3. Views (core/views.py)
Implemented comprehensive view classes:

#### User Profile Views (All Users)
- **UserProfileView**: Display user's own profile with statistics and recent activity
- **UserProfileUpdateView**: Edit own profile information and preferences
- **UserPasswordChangeView**: Change password with session preservation

#### Staff Management Views (Admin Only)
- **UserListView**: List all staff with search, filtering, and sorting
- **UserDetailView**: Detailed staff information with statistics and activity
- **UserCreateView**: Create new staff members
- **UserUpdateView**: Edit staff member details
- **UserDeactivateView**: Activate/deactivate staff accounts

### 4. URL Routes (core/urls.py)
Added the following URL patterns:

```python
# User Profile URLs
path('profile/', UserProfileView, name='user_profile')
path('profile/edit/', UserProfileUpdateView, name='user_profile_edit')
path('profile/password/', UserPasswordChangeView, name='user_password_change')

# Staff Management URLs (Admin only)
path('staff/', UserListView, name='user_list')
path('staff/create/', UserCreateView, name='user_create')
path('staff/<uuid:pk>/', UserDetailView, name='user_detail')
path('staff/<uuid:pk>/edit/', UserUpdateView, name='user_update')
path('staff/<uuid:pk>/deactivate/', UserDeactivateView, name='user_deactivate')
```

### 5. Database Migration
Created migration file: `core/migrations/0004_historicaluser_bio_historicaluser_email_verified_and_more.py`

Adds the following fields to User and HistoricalUser models:
- bio
- email_verified
- last_login_ip
- preferences
- profile_picture
- timezone

## Features Implemented

### User Profile Features
✅ View own profile with completion indicator
✅ Edit profile information (name, email, phone, bio)
✅ Upload and manage profile picture
✅ Change password with session preservation
✅ Manage user preferences (language, notifications, dashboard layout)
✅ View user statistics (for clinical staff)
✅ View recent activity timeline
✅ Account information display (age, last login)

### Staff Management Features (Admin Only)
✅ List all staff members with pagination
✅ Search by name, email, or employee ID
✅ Filter by role and status (active/inactive)
✅ Sort by various fields (name, email, role, join date, last login)
✅ View detailed staff information
✅ Create new staff members with role assignment
✅ Edit staff member details
✅ Activate/deactivate staff accounts
✅ View staff statistics and activity
✅ Role breakdown statistics
✅ Login history tracking

### Security Features
✅ Role-based access control (RBAC)
✅ Tenant isolation (multi-tenancy support)
✅ Password validation and hashing
✅ Session management after password change
✅ Prevent self-deactivation
✅ Audit logging for all user changes
✅ IP address tracking
✅ Email verification status

### User Experience Features
✅ Profile completion indicator
✅ User initials for avatar fallback
✅ Bilingual support (English/Arabic)
✅ Responsive design ready
✅ Success/error messages
✅ Form validation with helpful error messages
✅ Timezone selection for Middle East region

## Technical Details

### Role-Based Access Control
- **All Users**: Can view and edit their own profile, change password
- **Admin**: Full access to staff management (create, edit, view, deactivate)
- **Other Roles**: Limited to own profile management

### Data Storage
- Profile pictures: Stored in `media/profile_pictures/`
- Preferences: Stored as JSON in User.preferences field
- Audit logs: Tracked in AuditLog model
- History: Tracked via django-simple-history

### Statistics Tracking
For clinical staff (Doctor, Nurse, OT, SLP, ABA):
- Total appointments
- This month's appointments
- Completed appointments
- Unique patients served

### Form Validation
- Email format validation
- Phone number validation (using phonenumber_field)
- Password strength validation
- Username uniqueness validation
- Employee ID validation

## Next Steps (Templates Required)

To complete the implementation, the following templates need to be created:

### User Profile Templates
1. `core/templates/core/user_profile.html` - User profile view
2. `core/templates/core/user_profile_edit.html` - Edit profile form
3. `core/templates/core/user_password_change.html` - Password change form

### Staff Management Templates
4. `core/templates/core/user_list.html` - Staff list view
5. `core/templates/core/user_detail.html` - Staff detail view
6. `core/templates/core/user_form.html` - Create/edit staff form

### Partial Templates
7. `core/templates/core/partials/user_card.html` - User card component
8. `core/templates/core/partials/user_stats.html` - User statistics widget

## Testing Checklist

### User Profile Testing
- [ ] View own profile
- [ ] Edit profile information
- [ ] Upload profile picture
- [ ] Change password
- [ ] Update preferences
- [ ] View statistics (clinical staff)
- [ ] View activity timeline

### Staff Management Testing (Admin)
- [ ] List all staff
- [ ] Search staff members
- [ ] Filter by role
- [ ] Filter by status
- [ ] Sort staff list
- [ ] View staff details
- [ ] Create new staff member
- [ ] Edit staff member
- [ ] Deactivate staff member
- [ ] Activate staff member
- [ ] Prevent self-deactivation

### Security Testing
- [ ] Role-based access control
- [ ] Tenant isolation
- [ ] Password validation
- [ ] Session management
- [ ] Audit logging
- [ ] IP tracking

## Database Migration Instructions

To apply the database changes:

```bash
# Run migrations
python3 manage.py migrate core

# Create a superuser if needed
python3 manage.py createsuperuser
```

## Configuration Requirements

### Settings (AgdarCentre/settings.py)
Ensure the following are configured:

```python
# Media files configuration
MEDIA_URL = '/media/'
MEDIA_ROOT = os.path.join(BASE_DIR, 'media')

# Authentication
LOGIN_URL = '/accounts/login/'
LOGIN_REDIRECT_URL = '/'

# Password validation
AUTH_PASSWORD_VALIDATORS = [
    # ... password validators
]
```

### URL Configuration (AgdarCentre/urls.py)
Ensure media files are served in development:

```python
from django.conf import settings
from django.conf.urls.static import static

if settings.DEBUG:
    urlpatterns += static(settings.MEDIA_URL, document_root=settings.MEDIA_ROOT)
```

## API Endpoints (Future Enhancement)

The following API endpoints can be added for mobile/SPA support:

- `GET /api/profile/` - Get current user profile
- `PUT /api/profile/` - Update current user profile
- `POST /api/profile/picture/` - Upload profile picture
- `POST /api/profile/password/` - Change password
- `GET /api/staff/` - List staff (admin only)
- `POST /api/staff/` - Create staff (admin only)
- `GET /api/staff/{id}/` - Get staff details (admin only)
- `PUT /api/staff/{id}/` - Update staff (admin only)
- `POST /api/staff/{id}/deactivate/` - Deactivate staff (admin only)

## Dependencies

The implementation uses the following Django packages:
- django-phonenumber-field: For phone number validation
- django-simple-history: For audit trail and version history
- Pillow: For image processing (profile pictures)

## Notes

1. **Profile Pictures**: Ensure the `media/profile_pictures/` directory has proper write permissions
2. **Timezone Support**: Default timezone is set to Asia/Riyadh (GMT+3)
3. **Bilingual Support**: Forms and views support both English and Arabic
4. **Audit Logging**: All user changes are logged in the AuditLog model
5. **History Tracking**: User model uses django-simple-history for version control

## Summary

This implementation provides a complete user profile management system with:
- ✅ User profile viewing and editing
- ✅ Password management
- ✅ Preferences management
- ✅ Staff management (admin)
- ✅ Role-based access control
- ✅ Audit logging
- ✅ Statistics tracking
- ✅ Bilingual support
- ✅ Security features

The system is production-ready pending template creation and testing.