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hospital-management/motamarat_project_1.md
Marwan Alwali 263292f6be update
2025-11-04 00:50:06 +03:00

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Prompt for Django Agent – Motamarat Project

Objective

Develop a complete Django + Django REST Framework system that implements the Motamarat Project BRD for managing CME/CPD activities end‑to‑end: requests, multi‑level approvals, registry, scientific program, speakers, finances, announcements, attendance, and integrations (Mustamir, SCFHS, Motamarat). Deliver a production‑ready scaffold with role‑based access, workflow automation, ColorAdmin templates, and a fully documented API.

1) Project Constraints & Non‑Functional Requirements

  • Tech: Python 3.12, Django 5.x, DRF 3.15+, Postgres, Redis + Celery (async tasks), drf-nested-routers, django-filter.
  • Security: Multi-tenant aware roles/groups; object-level permissions on requests/activities; audit timestamps.
  • i18n: ar and en fields for user-facing titles; RTL-ready templates (ColorAdmin).
  • Validation: Enforce proposed_date ≥ today + 6 weeks at form, serializer, and model clean() levels.
  • Emails/Notifications: Use Celery for async emails (department approval, additional approvals, speaker notices, attendee reminders, accreditation hours).
  • Integrations: Provide stubs (MustamirClient, SCFHSClient, MotamaratClient, CommsCampaignClient) with .send(payload) and .status(ref); serialize models into payloads.
  • Testing: Unit tests for models/serializers; integration tests for workflow transitions; API tests for endpoints.
  • Docs: README with setup (ENV vars), Makefile or management commands for bootstrap (fixtures, superuser).

2) Django App Structure

Create a Django project motamarat and the following apps:

  • core_cme – abstract models, enums, lookups, shared utils (validators, choices, emails, workflow).
  • cme_requests – request intake + workflow (Steps 1–9).
  • cpd_registry – approved activities management (committee, speakers, program, finance, announcement, attendance).
  • cme_plans – Centre/Department yearly planning submissions and workflow.

3) Implementation Sequence (generate code in this exact order)

  1. models.py
  2. signals.py (only where useful)
  3. utils.py (validators, choices, workflow, integrations, finance, emails)
  4. forms.py
  5. views.py (CBVs)
  6. urls.py
  7. Templates list (ColorAdmin-based)
  8. DRF: serializers.py, api_views.py (ViewSets), routers & urls

4) Data Model (models.py)

4.1 Shared (in core_cme)

  • Abstracts: TimeStampedModel, SoftDeleteModel (boolean flag is_deleted + queryset manager).
  • Enumerations (TextChoices):
    EventType, DeliveryMethod, Language, Status (Draft/Submitted/In Review/Approved/Rejected/Closed),
    SubStatus (Department Approval, CME Review, Further Dept Approval, CME Under Process, Conf Date Confirmed, Event Confirmed, Requester Date Approval, Completed),
    MotamaratStatus (Announced/Under Process/Canceled/NA), AnnouncementStatus (Announced/Under Process/Canceled),
    VenueType (R/J/M/Outside), Category (CME/CPD/GrandRound), YesNo (Yes/No).
  • Lookups (with fixtures and admin): Country, City, Specialty, TargetAudience, Department, SubDepartment.

4.2 CME Requests (app cme_requests)

  • CMEActivityRequest
    Fields: 
    request_number (unique, slug-ish)
requester (FK User)
title_ar, title_en
event_type (EventType)
is_repeated (bool), repeated_accreditation_no (nullable)
aims_outcomes (Text)
goals_objectives (JSON list – max N items, each ≤ 50 words)
learning_methods (Text)
evaluation_method (Text)
professional_fields (M2M to Specialty or Domain model)
target_audiences (M2M to TargetAudience)
learning_gap (Text)
needs_assessment_tools (JSON or M2M)
specialty (FK Specialty), subspecialty (CharField or FK)
language (Language), other_language (CharField, conditional)
proposed_date (Date), remarks (Text)
has_international_speakers (bool), international_speakers_count (1–20, conditional)
event_country (FK Country), event_city (FK City), venue_type (VenueType), venue_address, venue_capacity (int), target_participants (int)
delivery_method (DeliveryMethod)
est_expenses (Decimal), est_income (Decimal), est_budget (Decimal), budget_source (CharField)
collaboration: has_collaboration (bool), collaborator_org (Char), collaboration_type (Char),
               content_developed_by_kfshrc (bool), content_developer (Char)
attachments (Generic relation or simple FK to RequestAttachment)
status (Status), sub_status (SubStatus), assigned_to (FK User, nullable)
    Constraints: proposed_date >= today + 42 days on submit; clean transitions.
  • DepartmentApproval: request FK, approver FK, decision (Approve/Reject), comment, decided_at.
  • CMEHeadReview: request FK, editor FK, changes_json (tracked), completed, completed_at, M2M added_approvals (through AdditionalApproval).
  • AdditionalApproval: request FK, selected_staff FK, decision (Approve/Reject/Pending), comment, decided_at.
  • CMECoordinatorProcess: request FK, coordinator FK, conference_date_reserved (Date), mustamir_payload (JSON), sent_to_mustamir_at (DateTime), notes.
  • RequesterDateApproval: request FK, requester FK, decision (Approve/Reject), comment, decided_at.
  • RequestAttachment: request FK, file, type (General/ProgramPDF/SponsorLogo/etc).

4.3 CPD Registry (app cpd_registry)

  • CPDActivity 
    category (Category), date_of_event (Date)
scfhs_request_no (Char), accreditation_no (Char, nullable)
status (Approved/Rejected/Cancelled)
hours (Decimal)  # CME hours
motamarat_status (MotamaratStatus), announcement_status (AnnouncementStatus)
request_number (Char), requester_name (Char), request_date (Date)
committee_chairman (Char)
duration_days (PositiveSmallInteger, 1–5), assigned_to (FK User), site (VenueType or Site enum R/J/M)
comments (Text)
  • OrganizingCommitteeMember: FK activity, user (optional), name, hospital_id, job_title, department.
  • Speaker: FK activity, is_hospital_staff (bool), user (optional), else name, job_title, department, specialty, institute, contact info, scfhs_license_no, license_expiry, speaker_type (International/Local), visa_needed, ticket_needed, hotel_needed.
  • ScientificProgramItem: FK activity, start_time, end_time, topic, length_minutes (5-step), FK speaker, session_type, order.
  • SpeakerDisclosure / SpeakerCVSummary: FK speaker, file fields or structured text.
  • FinancialForecast (parent) + line-item children for expenses/income:
    • Expense tables: ExpenseInternationalSpeaker, ExpenseLocalSpeaker, ExpenseOutsideClassroom, ExpenseInsideClassroom, ExpenseLogistics, ExpenseAdvertisement, ExpenseOther
    • Income tables: IncomeRegistration, IncomeSponsorship, IncomeOther
    • Fields per line: description, estimated, actual, computed over_under.
    • NetRevenueDistribution view/prop: totals + split matrix (e.g., 50% Dept, 50% Education; or 30% A&TA/20% Dept; make matrix configurable).
  • AnnouncementRequest: campaign fields (overview, goals_objectives, contact_person, sponsor fields, fees early/late, program_pdf, sponsor_logo), and Motamarat payload + timestamps.
  • AttendanceBatch: FK activity, reminder schedule flags/timestamps (D-1 and same-day 06:30), QR session metadata.
    • Attendance: name, email, phone, specialty, classification_no, checked_in_at (QR), certificate_sent_at.

4.4 CME Plans (app cme_plans)

  • CMEPlanSubmission: request_number, requester, coe FK, status, sub_status, assigned_to, educational_plan_pdf.
  • CMEPlannedEvent: under submission – titles, event_type, objectives (list), format, subspecialty, target_audience (M2M), language, proposed_date, international speakers (count), remarks, location & venue, estimated participants, collaboration flags.

5) Signals (signals.py)

  • CMEActivityRequest.pre_save: assign request_number like CME-{YYYYMMDD}-{seq:04d} if blank.
  • CMEActivityRequest.clean or pre_save: enforce 6-week rule only when status moves to Submitted or beyond.
  • CMEActivityRequest.post_save on state change: enqueue emails to next actor; expose assigned_to to requester during “CME Under Process”.
  • On terminal Completed: auto-create CPDActivity from request + copy key fields.
  • CPDActivity.post_save: when accreditation_no or hours set, email requester with accredited hours.
  • Speaker.post_save: when logistic flags are finalized, send information email.

6) Utilities (utils.py)

  • choices.py – enums and helper mappings.
  • validators.py – 6-week lead time, value ranges, conditional required fields.
  • workflow.py – finite-state transitions: advance(request, action) -> (new_status, new_sub_status, assignee).
  • finance.py – aggregation helpers for totals and net distribution; compute over_under and cache results.
  • integrations.py – clients: 
    class MustamirClient:  # submit conference / event
    def send(self, payload): ...
    def status(self, ref): ...

class SCFHSClient:  # accreditation
    def send(self, payload): ...
    def status(self, ref): ...

class MotamaratClient:  # announcement
    def send(self, payload): ...
    def status(self, ref): ...
  • emails.py – send_department_approval_request(...), send_additional_approval_request(...), send_speaker_notice(...), send_attendee_reminder(...), send_accreditation_notice(...).

7) Forms (forms.py)

  • CMEActivityRequestForm with conditional UI: repeated accreditation number, “Other language”, venue outside fields, international speaker count.
  • DepartmentApprovalForm, CMEHeadReviewForm (inline add approvals), AdditionalApprovalForm.
  • CMECoordinatorConferenceForm (reserve date & Mustamir payload), RequesterDateApprovalForm, EventConfirmForm.
  • CPDActivityAdminForm (site, coordinator, status, hours).
  • SpeakerForm (staff vs external), ScientificProgramItemForm (time consistency).
  • Financial formsets per expense/income category (read-only totals card).
  • AnnouncementRequestForm, AttendanceUploadForm (CSV), QR session form.
  • CMEPlanSubmissionForm + inline formset for CMEPlannedEvent.

8) Views (views.py) – Class-Based Views

App cme_requests

  • CRUD: CMEActivityRequestCreate/Update/Detail/List.
  • Actions:
    • SubmitRequestView (enforces 6-week rule)
    • DepartmentApproveRejectView
    • CMEHeadReviewView (edits + add approvals)
    • AdditionalApprovalDecisionView
    • AssignCMECoordinatorView
    • ConferenceDateConfirmView
    • RequesterDateApprovalView
    • EventConfirmView (send to Mustamir)
    • CompleteAndCreateActivityView

App cpd_registry

  • CPDActivityList/Detail/Update
  • Inlines/tabs: committee, speakers, program (sortable), finances (formsets), announcement, attendance (QR check-in).
  • Actions: send speakers email, attendee reminders (D-1 & 06:30), send to Motamarat, generate certificates.

App cme_plans

  • Submission CRUD + HeadReviewView, SpecialistDesignView, CompletePlanView.

9) URLs (urls.py)

cme_requests/

requests/
requests/new/
requests/<pk>/
requests/<pk>/submit/
requests/<pk>/dept-approval/
requests/<pk>/head-review/
requests/<pk>/additional-approval/<id>/
requests/<pk>/assign-coordinator/
requests/<pk>/conference-date/
requests/<pk>/requester-date-approval/
requests/<pk>/event-confirm/
requests/<pk>/complete/

cpd_registry/

activities/
activities/<pk>/
activities/<pk>/speakers/
activities/<pk>/program/
activities/<pk>/finances/
activities/<pk>/announcement/
activities/<pk>/attendance/
activities/<pk>/actions/send-motamarat/
activities/<pk>/actions/remind-attendees/
activities/<pk>/actions/send-speakers/

cme_plans/

plans/
plans/new/
plans/<pk>/
plans/<pk>/head-review/
plans/<pk>/specialist-design/
plans/<pk>/complete/

10) Templates (ColorAdmin-based)

cme_requests/

  • request_form.html, request_detail.html, request_list.html
  • partials/_fields_dynamic.html (language other, venue outside, repeated event)
  • dept_approval_form.html, head_review_form.html, additional_approval_form.html
  • conference_date_form.html, requester_date_approval_form.html, event_confirm_form.html
  • request_timeline.html (status/sub-status trace)

cpd_registry/

  • activity_list.html, activity_detail.html, activity_edit.html
  • committee_formset.html, speaker_form.html, program_formset.html (sortable)
  • finances/*.html (tabs per category + totals card)
  • announcement_form.html, attendance_list.html, attendance_qr.html, certificates_send.html

cme_plans/

  • plan_form.html, plan_detail.html, plan_list.html, plan_review_head.html, plan_design_specialist.html

emails/ shared templates for all notifications.

11) DRF Layer

serializers.py

  • cme_requests:
    • CMEActivityRequestSerializer (+ writable nested for attachments)
    • DepartmentApprovalSerializer, CMEHeadReviewSerializer, AdditionalApprovalSerializer
    • CoordinatorProcessSerializer, RequesterDateApprovalSerializer, RequestAttachmentSerializer
  • cpd_registry:
    • CPDActivitySerializer (full nested)
    • OrganizingCommitteeMemberSerializer, SpeakerSerializer, ScientificProgramItemSerializer
    • FinancialForecastSerializer + line-item serializers
    • AnnouncementRequestSerializer, AttendanceSerializer, AttendanceBatchSerializer
  • cme_plans:
    • CMEPlanSubmissionSerializer, CMEPlannedEventSerializer
  • Lookup serializers for dropdowns.

api_views.py (ViewSets + custom actions)

  • CMEActivityRequestViewSet:
    • CRUD + actions: submit, dept_approve, dept_reject, head_review, additional_approve, additional_reject, assign_coordinator, conference_reserve_date, requester_approve_date, requester_reject_date, event_confirm, complete.
  • CPDActivityViewSet:
    • CRUD; nested routes for committee/speakers/program/finances/announcement/attendance.
    • Actions: send_to_motamarat, send_speakers_email, recalc_finances, remind_attendees, send_certificates.
  • CMEPlanSubmissionViewSet: CRUD + head_review, specialist_design_upload, complete.
  • LookupsViewSet: read-only.

routers & urls

router.register('requests', CMEActivityRequestViewSet)
router.register('activities', CPDActivityViewSet)
router.register('plans', CMEPlanSubmissionViewSet)
router.register('lookups', LookupsViewSet, basename='lookups')

Use drf-nested-routers for activity sub-resources:
/activities/{id}/committee/, /speakers/, /program/, /finances/, /announcement/, /attendance/.

12) Business Rules & Automations

  • Enforce 6-week lead time on submission.
  • Conference date reservation required for EventType.CONFERENCE before event confirmation.
  • Requester sees assigned coordinator during “CME Under Process”.
  • Financial totals & over/under computed; distribution matrix configurable.
  • Attendee reminders scheduled D-1 and same-day 06:30; QR check-in generates checked_in_at.
  • Completion of request auto-creates CPDActivity; setting accreditation_no or hours triggers email.
  • Speakers with logistics flags get automatic instruction emails.

13) Admin & Fixtures

  • Register all models with search fields and list filters (status, sub_status, site, date_of_event).
  • Provide initial fixtures for lookups (Country, City, Specialty, TargetAudience, Department).
  • Management command: load_cme_fixtures and create_demo_users with standard roles.

14) Roles & Permissions

  • Groups: Requester, CME Coordinator, CME Specialist, CME Admin, CME Head.
  • Map view permissions and API actions to these groups; object-level checks to ensure only assigned actors can transition.

15) Output Expectations

  • Generate the full Django project with: models, admin, migrations, serializers, viewsets, urls, templates (ColorAdmin integrated), Celery tasks, and stub integrations.
  • Include comprehensive README and .env.example (DB URL, EMAIL settings, API keys for external systems).
  • All tests pass: run pytest or Django test runner.

Deliver this as a ready-to-run scaffold.