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CHANGELOG.case_management.md

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Changelog

All notable changes to this project will be documented in this file.

The format is based on [Keep a Changelog 1.0.0].

[unreleased]

  • Agent can update the problem description on a case #ref
  • Agent can save email attachments to a case #ref
  • Add case statistics page so agents and analysts can review case statistics in real time #ref
  • Agent can reopen, close and place a case on-hold, while incoming emails on closed cases create a new case, and reopens resolved cases. Agent can also track the time a state transition occurred #ref

[release-004] - 2022-02-15 (020)

  • add ability to close a new case created by an inbound email #ref
  • Case can be set to an organisation or group, with search box to search both organisations and groups #ref
  • Add pagination #ref
  • Ability to merge a NEW email case into an existing case #ref
  • On Create a case, allow Category to be 'undefined' #ref
  • Remove actions for closed cases. #ref
  • Added ability to search cases. #ref
  • Added ability to filter cases. #ref

[release-003] - 2022-01-31 (019)

Fixes

  • Add salutation and signature to "non-templated" email preview #ref
  • Retain edited email body when going back from preview #ref
  • Category and school name not being displayed #ref
  • Only display case source if known #ref
  • Malformed link to read email #ref
  • Error on phone number validation #ref
  • Keep agent assigned when resolving a case #ref
  • Calculate dates for procurement contracts #ref

Features

  • Case worker can view email attachments within CM
  • Seed establishment group data from GIAS #ref
  • Add attachments to email from MSGraph #ref
  • "Find a Framework" support request case creation #ref
  • Update support request additional data (interaction) styling #ref
  • Add ability to persist procurement, contract and savings data on cases #ref
  • CM Incoming emails integration #ref
  • Case worker can see a list of emails separately to the cases #ref
  • Case worker sees ACTION status when new email arrives for case #ref
  • CW can acknowledge an email notification so that indicator is cleared #ref
  • Allow the Organisation (optional) for a case to be updated #ref
  • Auto create (no case ref) a case from an inbound email #ref
  • Optional Contact name on create a case screen #ref

[release-002] - 2022-01-xx (018)

  • Microsoft Graph API library #ref
  • Synchronisation of emails from shared inbox into database #ref
  • Emails listed within case management outside of cases #ref
  • Emails listed within case history #ref
  • Procurement details tab #ref

[release-001] - 2021-12-13 (017)

  • initial models for case management functions
  • unique 6 digit ref for cases starting with 000001
  • resolve a case with notes
  • imitate agent login using RBAC on the user model
  • view an attached support request specification document
  • re-categorise a case
  • assign a case to an agent
  • select a templated email
  • write a non-templated email
  • render emails using markdown
  • send emails via Notify
  • transactional activity logging for cases
  • seed data from Get Information about Schools (GIAS) in CSV format
  • background job to update GIAS records every month
  • external link to school details in GIAS from case view
  • CSV export for case management data
  • create case service for case management
  • create interaction for case management
  • open case notes email preview in separate tab
  • Javascript autocomplete field helper
  • form to migrate a case from the hubs