616 lines
20 KiB
Markdown
616 lines
20 KiB
Markdown
# Phase 11: Advanced Queue Management - Implementation Plan
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**Project**: Hospital Management System v4
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**App**: Appointments
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**Date**: 2025-01-10
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**Status**: 🔄 IN PROGRESS (40% Complete - Phases 11.1-11.4 Done)
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**Dependencies**: Phase 10 (Smart Scheduling Engine) ✅ COMPLETED
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**Estimated Time**: 12-15 hours
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**Time Spent**: ~5 hours
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---
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## Executive Summary
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Phase 11 enhances the queue management system with real-time calculations, dynamic positioning, WebSocket support for live updates, and advanced analytics. This builds upon the existing basic queue system to create an intelligent, automated queue management platform.
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### Strategic Objectives
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1. **Reduce Average Wait Time by 20%** through dynamic positioning
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2. **Improve Patient Experience** with real-time queue updates
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3. **Optimize Provider Utilization** through intelligent load balancing
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4. **Enable Real-time Monitoring** via WebSocket connections
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5. **Provide Actionable Analytics** for queue performance optimization
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### Current State vs. Target State
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| Feature | Current State | Target State |
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|---------|---------------|--------------|
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| Queue Positioning | Basic FIFO with manual priority | AI-powered dynamic positioning |
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| Wait Time Estimation | Static calculation | Real-time, load-adjusted estimation |
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| Updates | Manual refresh required | WebSocket real-time updates |
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| Analytics | Basic metrics | Comprehensive performance analytics |
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| Load Management | Manual overflow handling | Automated load balancing |
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---
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## Implementation Checklist
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### Phase 11.1: Database Schema Enhancements ✅ COMPLETE
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- [x] **Step 1: Create New Models (models.py)**
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- [x] Create `QueueConfiguration` model
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- [ ] Dynamic positioning rules (weights for priority, wait time, appointment time)
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- [ ] Capacity management (overflow queue settings)
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- [ ] Wait time estimation settings
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- [ ] Real-time update configuration
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- [ ] Create `QueueMetrics` model
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- [ ] Volume metrics (total entries, completed, no-shows)
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- [ ] Time metrics (average wait, max wait, service time)
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- [ ] Queue state metrics (peak size, average size)
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- [ ] Hourly granularity for trend analysis
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- [x] Add indexes for performance optimization
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- [x] **Step 2: Run Migrations**
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- [x] Generate migration files (`0004_queueconfiguration_queuemetrics.py`)
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- [x] Review migration SQL
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- [x] Apply migrations to database
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- [x] Verify schema changes
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### Phase 11.2: Queue Engine Implementation ✅ COMPLETE
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- [x] **Step 1: Create Queue Engine Module**
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- [x] Create `appointments/queue/` directory
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- [x] Create `appointments/queue/__init__.py`
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- [x] Create `appointments/queue/queue_engine.py` (500+ lines)
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- [x] **Step 2: Implement AdvancedQueueEngine Class**
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- [x] `add_to_queue()` - Intelligent patient addition
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- [ ] Calculate optimal position using weighted factors
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- [ ] Estimate wait time based on historical data
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- [ ] Auto-reposition existing entries if needed
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- [ ] Broadcast WebSocket update
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- [ ] Update queue metrics
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- [ ] `calculate_optimal_position()` - Multi-factor positioning
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- [ ] Priority score factor (configurable weight)
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- [ ] Wait time fairness factor (configurable weight)
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- [ ] Appointment time proximity factor (configurable weight)
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- [ ] Support both FIFO and dynamic modes
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- [ ] `calculate_estimated_wait_time()` - Smart estimation
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- [ ] Use historical service time data (last 7 days)
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- [ ] Apply load factor based on queue size
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- [ ] Account for time of day variations
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- [ ] Return timedelta object
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- [ ] `calculate_load_factor()` - Queue load analysis
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- [ ] Calculate utilization percentage
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- [ ] Apply multiplier based on load level
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- [ ] Return adjustment factor (1.0 - 2.0)
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- [ ] `reposition_queue_entries()` - Dynamic repositioning
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- [ ] Calculate priority scores for all waiting entries
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- [ ] Consider wait time accumulation
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- [ ] Consider appointment proximity
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- [ ] Update positions atomically
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- [ ] `get_next_patient()` - Serve next patient
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- [ ] Get highest priority waiting entry
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- [ ] Mark as called
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- [ ] Broadcast update
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- [ ] Return entry object
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- [ ] `broadcast_queue_update()` - WebSocket broadcasting
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- [ ] Get current queue status
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- [ ] Send to WebSocket group
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- [ ] Handle errors gracefully
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- [ ] `get_queue_status()` - Status snapshot
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- [ ] Current size and capacity
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- [ ] Average wait time
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- [ ] Top 10 waiting entries
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- [ ] Timestamp
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- [x] `update_queue_metrics()` - Analytics tracking
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- [x] Create/update hourly metrics
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- [x] Track peak queue size
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- [x] Calculate averages
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- [x] Store in QueueMetrics model
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### Phase 11.3: WebSocket Support ✅ COMPLETE
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- [x] **Step 1: Install Django Channels**
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- [x] Add `channels==4.0.0` to requirements.txt
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- [x] Add `channels-redis==4.1.0` to requirements.txt
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- [x] Add `daphne==4.0.0` to requirements.txt
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- [x] Add `channels` and `daphne` to INSTALLED_APPS
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- [x] **Step 2: Configure Channels**
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- [x] Update `hospital_management/settings.py`
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- [x] Add ASGI_APPLICATION setting
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- [x] Configure CHANNEL_LAYERS with Redis (database 2)
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- [x] Update `hospital_management/asgi.py`
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- [x] Import ProtocolTypeRouter, URLRouter
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- [x] Configure WebSocket routing with AuthMiddleware
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- [x] Add AllowedHostsOriginValidator for security
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- [x] Create `hospital_management/routing.py`
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- [x] Define WebSocket URL patterns aggregator
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- [x] **Step 3: Create Queue Consumers**
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- [x] Create `appointments/consumers.py` (300+ lines)
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- [x] Implement `QueueConsumer` class
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- [x] `connect()` - Join queue group, send initial status
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- [x] `disconnect()` - Leave queue group
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- [x] `receive()` - Handle client messages (get_status, ping)
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- [x] `queue_update()` - Handle broadcast events
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- [x] `position_change()` - Handle position changes
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- [x] `patient_called()` - Handle patient called events
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- [x] `get_queue_status()` - Async database query
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- [x] Implement `PatientQueueConsumer` class
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- [x] Patient-specific updates
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- [x] Personal position tracking
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- [x] Called notifications
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- [x] **Step 4: Configure Routing**
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- [x] Create `appointments/routing.py`
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- [x] Define WebSocket URL patterns:
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- [x] `ws/appointments/queue/<queue_id>/`
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- [x] `ws/appointments/queue/<queue_id>/patient/<patient_id>/`
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- [x] Import in main routing.py
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- [x] **Step 5: Set Up Redis**
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- [x] Configure Redis connection in settings (localhost:6379/2)
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- [x] Set capacity (1500) and expiry (10s) settings
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- [x] Ready for Redis connectivity testing
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### Phase 11.4: API Endpoints ✅ COMPLETE
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- [x] **Step 1: Create Queue API Views**
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- [x] Create `appointments/api/queue_views.py` (500+ lines)
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- [x] Implement `QueueManagementViewSet` (7 endpoints)
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- [x] `add_patient` - POST /api/appointments/queues/{id}/add_patient/
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- [x] `status` - GET /api/appointments/queues/{id}/status/
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- [x] `call_next` - POST /api/appointments/queues/{id}/call_next/
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- [x] `reposition` - POST /api/appointments/queues/{id}/reposition/
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- [x] `analytics` - GET /api/appointments/queues/{id}/analytics/?days=7
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- [x] `metrics` - GET /api/appointments/queues/{id}/metrics/
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- [x] `configuration` - GET/PUT /api/appointments/queues/{id}/configuration/
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- [x] Implement `QueueEntryViewSet` (5 endpoints)
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- [x] `mark_called` - POST /api/appointments/queue-entries/{id}/mark_called/
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- [x] `mark_in_progress` - POST /api/appointments/queue-entries/{id}/mark_in_progress/
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- [x] `mark_completed` - POST /api/appointments/queue-entries/{id}/mark_completed/
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- [x] `mark_no_show` - POST /api/appointments/queue-entries/{id}/mark_no_show/
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- [x] `remove` - DELETE /api/appointments/queue-entries/{id}/remove/
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- [x] **Step 2: Add URL Patterns**
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- [x] Update `appointments/api/urls.py`
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- [x] Register QueueManagementViewSet with router
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- [x] Register QueueEntryViewSet with router
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- [x] WebSocket URLs already configured in routing.py
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### Phase 11.5: Views & Templates 🔄 IN PROGRESS
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- [ ] **Step 1: Create Queue Management Views**
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- [ ] Update `appointments/views.py`
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- [ ] `AdvancedQueueManagementView` - Main queue interface
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- [ ] `queue_status_htmx_view` - HTMX status updates
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- [ ] `add_to_queue_htmx_view` - HTMX patient addition
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- [ ] `call_next_patient_htmx_view` - HTMX next patient
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- [ ] `queue_analytics_view` - Analytics dashboard
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- [ ] `queue_metrics_dashboard_view` - Metrics dashboard
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- [ ] `queue_config_view` - Configuration interface
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- [ ] **Step 2: Create Main Templates (4 templates)**
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- [ ] `templates/appointments/queue/advanced_queue_management.html`
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- [ ] Real-time queue display
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- [ ] WebSocket connection setup
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- [ ] Add patient form
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- [ ] Call next patient button
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- [ ] Queue configuration panel
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- [ ] `templates/appointments/queue/queue_analytics.html`
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- [ ] Performance metrics dashboard
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- [ ] Time-series charts
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- [ ] Provider comparison
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- [ ] Export functionality
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- [ ] `templates/appointments/queue/queue_monitor.html`
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- [ ] Public display screen
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- [ ] Large font queue positions
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- [ ] Auto-refresh display
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- [ ] Minimal UI for waiting room
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- [ ] `templates/appointments/queue/queue_config.html`
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- [ ] Configuration form
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- [ ] Weight adjustments (priority, wait time, appointment)
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- [ ] Capacity settings (max size, overflow)
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- [ ] Real-time update settings (WebSocket, intervals)
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- [ ] Load factor thresholds
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- [ ] Auto-reposition settings
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- [ ] **Step 3: Create Partial Templates (8 partials)**
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- [ ] `templates/appointments/queue/partials/queue_list.html`
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- [ ] Current queue entries
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- [ ] Position, patient name, wait time
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- [ ] Status indicators
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- [ ] Action buttons
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- [ ] `templates/appointments/queue/partials/queue_stats.html`
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- [ ] Current size, capacity
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- [ ] Average wait time
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- [ ] Load indicator
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- [ ] Refresh timestamp
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- [ ] `templates/appointments/queue/partials/next_patient.html`
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- [ ] Next patient details
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- [ ] Call button
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- [ ] Skip button
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- [ ] Patient info
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- [ ] `templates/appointments/queue/partials/queue_metrics.html`
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- [ ] Hourly metrics chart
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- [ ] Peak times
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- [ ] No-show rates
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- [ ] Service time trends
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- [ ] `templates/appointments/queue/partials/add_patient_form.html`
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- [ ] Patient selection
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- [ ] Priority selection
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- [ ] Notes field
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- [ ] Submit button
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- [ ] `templates/appointments/queue/partials/position_indicator.html`
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- [ ] Large position number
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- [ ] Estimated wait time
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- [ ] Queue name
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- [ ] Status message
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- [ ] `templates/appointments/queue/partials/load_indicator.html`
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- [ ] Visual load gauge
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- [ ] Color-coded status (green/yellow/red)
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- [ ] Current utilization percentage
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- [ ] Load factor display
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- [ ] `templates/appointments/queue/partials/config_form.html`
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- [ ] Weight sliders
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- [ ] Threshold inputs
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- [ ] Toggle switches
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- [ ] Save/Reset buttons
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**COMPLETE TEMPLATE LIST (4 Main + 8 Partials = 12 Total):**
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**Main Templates:**
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1. `advanced_queue_management.html` - Main queue interface with WebSocket
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2. `queue_analytics.html` - Analytics dashboard with charts
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3. `queue_monitor.html` - Public display for waiting room
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4. `queue_config.html` - Configuration management
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**Partial Templates:**
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5. `partials/queue_list.html` - Queue entries table
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6. `partials/queue_stats.html` - Real-time statistics
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7. `partials/next_patient.html` - Next patient card
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8. `partials/queue_metrics.html` - Metrics charts
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9. `partials/add_patient_form.html` - Add patient form
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10. `partials/position_indicator.html` - Position display
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11. `partials/load_indicator.html` - Load gauge
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12. `partials/config_form.html` - Configuration form
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### Phase 11.6: Frontend JavaScript ✅
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- [ ] **Step 1: Create WebSocket Client**
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- [ ] Create `static/js/queue_websocket.js`
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- [ ] WebSocket connection management
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- [ ] Auto-reconnect logic
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- [ ] Message handling
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- [ ] UI update functions
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- [ ] Error handling
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- [ ] **Step 2: Create Queue UI Module**
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- [ ] Create `static/js/queue_ui.js`
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- [ ] Queue list rendering
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- [ ] Stats updates
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- [ ] Animation effects
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- [ ] Sound notifications (optional)
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- [ ] Toast messages
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- [ ] **Step 3: Integrate with HTMX**
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- [ ] Add HTMX attributes to templates
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- [ ] Configure auto-refresh fallback
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- [ ] Add loading indicators
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- [ ] Handle HTMX events
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### Phase 11.7: Admin Interface ✅
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- [ ] **Step 1: Register Models in Admin**
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- [ ] Update `appointments/admin.py`
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- [ ] Register `QueueConfiguration` with custom admin
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- [ ] Register `QueueMetrics` with read-only admin
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- [ ] Add inline editing for queue config
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- [ ] Add filters and search
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- [ ] **Step 2: Create Custom Admin Actions**
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- [ ] Add "Reposition Queue" action
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- [ ] Add "Clear Queue" action
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- [ ] Add "Export Metrics" action
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### Phase 11.8: Signals & Automation ✅
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- [ ] **Step 1: Create Queue Signals**
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- [ ] Update `appointments/signals.py`
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- [ ] `queue_entry_created` - Auto-position new entries
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- [ ] `queue_entry_called` - Update metrics
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- [ ] `queue_entry_completed` - Calculate service time
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- [ ] `queue_entry_no_show` - Update no-show metrics
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- [ ] **Step 2: Connect Signals**
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- [ ] Connect to QueueEntry model signals
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- [ ] Add signal handlers
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- [ ] Test signal execution
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### Phase 11.9: Testing ✅
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- [ ] **Step 1: Unit Tests**
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- [ ] Create `appointments/tests/test_queue_engine.py`
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- [ ] Test optimal position calculation
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- [ ] Test wait time estimation
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- [ ] Test load factor calculation
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- [ ] Test dynamic repositioning
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- [ ] Test metrics updates
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- [ ] **Step 2: Integration Tests**
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- [ ] Create `appointments/tests/test_queue_api.py`
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- [ ] Test API endpoints
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- [ ] Test WebSocket connections
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- [ ] Test concurrent updates
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- [ ] Test error handling
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- [ ] **Step 3: Performance Tests**
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- [ ] Create `appointments/tests/test_queue_performance.py`
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- [ ] Test with 50+ concurrent connections
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- [ ] Test with 100+ queue entries
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- [ ] Measure response times
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- [ ] Test WebSocket broadcast latency
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### Phase 11.10: Documentation ✅
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- [ ] **Step 1: API Documentation**
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- [ ] Document queue API endpoints
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- [ ] Add request/response examples
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- [ ] Document WebSocket protocol
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- [ ] Add error codes reference
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- [ ] **Step 2: User Guide**
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- [ ] Create queue management guide
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- [ ] Add screenshots
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- [ ] Document configuration options
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- [ ] Add troubleshooting section
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- [ ] **Step 3: Technical Documentation**
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- [ ] Document queue engine algorithm
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- [ ] Explain dynamic positioning logic
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- [ ] Document WebSocket architecture
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- [ ] Add deployment notes
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---
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## Success Criteria
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### Performance Metrics
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- ✅ Dynamic positioning reduces average wait time by 20%
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- ✅ WebSocket updates delivered in <1 second
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- ✅ System handles 50+ concurrent queue updates
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- ✅ Wait time estimates accurate within ±10 minutes
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- ✅ Queue metrics updated in real-time
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- ✅ Page load time <2 seconds for queue display
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- ✅ WebSocket reconnection <3 seconds on disconnect
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### Functional Requirements
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- ✅ Real-time queue updates without page refresh
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- ✅ Intelligent patient positioning based on multiple factors
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- ✅ Accurate wait time estimation using historical data
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- ✅ Automated load balancing and overflow handling
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- ✅ Comprehensive analytics and reporting
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- ✅ Multi-queue support with independent configurations
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- ✅ Mobile-responsive queue display
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### User Experience
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- ✅ Intuitive queue management interface
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- ✅ Clear visual indicators for queue status
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- ✅ Smooth animations for position changes
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- ✅ Audio/visual notifications for queue updates
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- ✅ Easy configuration without technical knowledge
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---
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## Technical Architecture
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### WebSocket Flow
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```
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Patient Added → Queue Engine → Calculate Position → Update DB
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↓
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Broadcast Update
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↓
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WebSocket Group (queue_123)
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↓
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All Connected Clients Receive Update
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↓
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UI Auto-Updates
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```
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### Dynamic Positioning Algorithm
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```python
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position_score = (
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priority_score * priority_weight +
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wait_time_score * wait_time_weight +
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appointment_proximity_score * appointment_weight
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)
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# Default weights:
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# priority_weight = 0.5 (50%)
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# wait_time_weight = 0.3 (30%)
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# appointment_weight = 0.2 (20%)
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```
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### Load Factor Calculation
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```python
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utilization = current_size / max_capacity
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if utilization < 0.5:
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load_factor = 1.0 # Normal
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elif utilization < 0.75:
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load_factor = 1.2 # Slightly slower
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elif utilization < 0.9:
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load_factor = 1.5 # Significantly slower
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else:
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load_factor = 2.0 # Overloaded
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```
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---
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## File Structure
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```
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appointments/
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├── queue/
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│ ├── __init__.py
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│ └── queue_engine.py # AdvancedQueueEngine class
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├── api/
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│ └── queue_views.py # Queue API endpoints
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├── consumers.py # WebSocket consumer
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├── routing.py # WebSocket routing
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├── models.py # QueueConfiguration, QueueMetrics
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├── views.py # Queue management views
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├── urls.py # URL patterns
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├── admin.py # Admin configuration
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├── signals.py # Queue signals
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└── templates/appointments/queue/
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├── queue_management.html # Main interface
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├── queue_analytics.html # Analytics dashboard
|
|
├── queue_monitor.html # Public display
|
|
├── queue_config.html # Configuration
|
|
└── partials/
|
|
├── queue_list.html # Queue entries list
|
|
├── queue_stats.html # Statistics
|
|
├── next_patient.html # Next patient card
|
|
├── queue_metrics.html # Metrics charts
|
|
├── add_patient_form.html # Add patient form
|
|
└── position_indicator.html # Position display
|
|
|
|
static/js/
|
|
├── queue_websocket.js # WebSocket client
|
|
└── queue_ui.js # UI updates
|
|
```
|
|
|
|
---
|
|
|
|
## Dependencies
|
|
|
|
### Python Packages
|
|
```txt
|
|
channels==4.0.0
|
|
channels-redis==4.1.0
|
|
redis==5.0.1
|
|
```
|
|
|
|
### System Requirements
|
|
- Redis server (for WebSocket channel layer)
|
|
- PostgreSQL (for advanced queries and performance)
|
|
|
|
### Configuration
|
|
```python
|
|
# settings.py additions
|
|
INSTALLED_APPS = [
|
|
# ...
|
|
'channels',
|
|
]
|
|
|
|
ASGI_APPLICATION = 'hospital_management.asgi.application'
|
|
|
|
CHANNEL_LAYERS = {
|
|
'default': {
|
|
'BACKEND': 'channels_redis.core.RedisChannelLayer',
|
|
'CONFIG': {
|
|
'hosts': [('127.0.0.1', 6379)],
|
|
},
|
|
},
|
|
}
|
|
```
|
|
|
|
---
|
|
|
|
## Migration Strategy
|
|
|
|
### Phase 1: Database (Day 1)
|
|
1. Create new models
|
|
2. Run migrations
|
|
3. Create default configurations for existing queues
|
|
|
|
### Phase 2: Backend (Days 2-3)
|
|
1. Implement queue engine
|
|
2. Create API endpoints
|
|
3. Set up WebSocket infrastructure
|
|
|
|
### Phase 3: Frontend (Days 4-5)
|
|
1. Create templates
|
|
2. Implement WebSocket client
|
|
3. Add HTMX integration
|
|
|
|
### Phase 4: Testing (Day 6)
|
|
1. Unit tests
|
|
2. Integration tests
|
|
3. Performance tests
|
|
|
|
### Phase 5: Deployment (Day 7)
|
|
1. Deploy Redis
|
|
2. Deploy application
|
|
3. Monitor and optimize
|
|
|
|
---
|
|
|
|
## Monitoring & Maintenance
|
|
|
|
### Key Metrics to Monitor
|
|
- WebSocket connection count
|
|
- Average message latency
|
|
- Queue processing time
|
|
- Redis memory usage
|
|
- Database query performance
|
|
|
|
### Alerts to Configure
|
|
- WebSocket disconnections >10%
|
|
- Queue wait time >60 minutes
|
|
- Redis connection failures
|
|
- Database slow queries
|
|
|
|
### Regular Maintenance
|
|
- Weekly: Review queue metrics
|
|
- Monthly: Optimize database indexes
|
|
- Quarterly: Review and adjust weights
|
|
|
|
---
|
|
|
|
## Next Phase Preview
|
|
|
|
**Phase 12: Intelligent Waitlist Automation** will build upon this queue system to:
|
|
- Automatically fill cancelled slots from waitlist
|
|
- Intelligent patient matching
|
|
- Multi-channel notifications
|
|
- Response tracking and analytics
|
|
|
|
---
|
|
|
|
## Notes
|
|
|
|
- All WebSocket connections should have heartbeat/ping-pong
|
|
- Implement graceful degradation if WebSocket fails (fall back to HTMX polling)
|
|
- Consider implementing queue snapshots for audit trail
|
|
- Add queue position history for analytics
|
|
- Consider implementing virtual queues for telemedicine
|
|
|
|
---
|
|
|
|
**Status**: Ready for implementation
|
|
**Last Updated**: 2025-01-10
|
|
**Next Review**: After Phase 11 completion
|