Add follow-up date and reason fields with dashboard section#3549
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Rolling2405 wants to merge 6 commits intoDARIAEngineering:mainfrom
Open
Add follow-up date and reason fields with dashboard section#3549Rolling2405 wants to merge 6 commits intoDARIAEngineering:mainfrom
Rolling2405 wants to merge 6 commits intoDARIAEngineering:mainfrom
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New patient fields: - follow_up_date: Date field for scheduling follow-up calls - follow_up_reason: Short text describing why (max 200 chars) Dashboard integration: - New 'Follow-Ups Due' section between unconfirmed support and activity log - Shows patients with follow_up_date <= today for current line - Overdue rows highlighted in red, each with a Call button - Badge shows count of due follow-ups Patient form: - Follow-up date and reason fields added below appointment date - Included in PATIENT_DASHBOARD_PARAMS for strong parameters Includes migration, model scope, controller, view partial, and i18n. Designed to work with notification-center PR for bell notifications. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
View fixes: - fa-solid fa-bell -> fas fa-bell, fa-solid fa-phone -> fas fa-phone (FA5) - Remove bg-opacity-25 (no BS4 equivalent) - me-1 -> mr-1 (BS4 spacing) - badge bg-warning text-dark -> badge badge-warning (BS4 badge) Infrastructure: - Fix migration version [8.0] -> [8.1] Tests: - follow_ups_due scope: past dates included, today included, future dates excluded, nil dates excluded - follow_up_reason validation: max 200 chars enforced Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
This was referenced Apr 9, 2026
Update follow-up reminders partial: - mr-1 → me-1 - badge badge-warning → badge bg-warning Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
- Change me-1 to mr-1 (BS4 margin utility) - Change badge bg-warning to badge badge-warning (BS4 badge class) Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Add tests to DashboardsControllerTest verifying that patients with due follow-ups appear on the dashboard, patients without follow-up dates are excluded, and future follow-up dates are not shown. Add tests to PatientsControllerTest verifying that follow_up_date and follow_up_reason can be updated via XHR and JSON, can be cleared, and that unauthenticated users are redirected. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
- Add test for line-scoping: follow-up patients from other lines excluded from dashboard - Add test for blank follow_up_reason being valid - Add test for follow_up_date without a reason being valid Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
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I rule and have completed some work on Case Manager that's ready for review!
This adds follow-up date and reason fields to patient records and a dashboard section that highlights patients needing follow-up, so case managers can easily track who they need to call back.
This pull request makes the following changes:
follow_up_dateandfollow_up_notecolumns to patientsneeds_follow_upscope for patients where follow-up date is past or todayNotes:
#3532→#3538→#3549.(If there are changes to the views, please include a screenshot so we know what to look for!)
For reviewer:
featureif it contains a feature, fix, or similar. This is anything that contains a user-facing fix in some way, such as frontend changes, alterations to backend behavior, or bug fixes.dependenciesif it contains library upgrades or similar. This is anything that upgrades any dependency, such as a Gemfile update or npm package upgrade.