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Changelog

The format is based on Keep a Changelog and this project somewhat adheres to Semantic Versioning.

1.1.1 (2025-10-06)

Fixes

  • Case
    • On update, indexing of case was not updating, resulting in incorrect results when searching, this resolves it by making sure cases is updated when associated models like Referral are updated.

1.1.0 (2025-09-29)

  • Case

    • Author added to Excel download. Performance improved.
    • Referral Viewed filter added to search
    • Referral Viewed/Not Viewed icons displayed alongside case
    • Case ID filter added to search
    • Agency filter added to search
    • Received on date range filter added to search
    • My Cases / User cases filter added, accessible from Login Menu as My Cases or User menu as Cases
    • Search results limit increased to 10,000 with a warning message displayed when that limit gets reached.

  • Referral

    • Author added to Excel download. Performance improved.
    • Days to View added to Excel download.
    • Rspec test added to verify that sent_at does not change when resending a referral.
    • Yellow building icon added for Not Viewed Referrals
    • Referral id added to display partial

  • Agency

    • Quick link Cases added to action menu to filter cases to that agency

  • User

    • Quick link Cases added to action menu to filter cases to that user

Fixes

  • Referral Count Reports

    • Status dropdown now correctly uses the Created | Sent | Rejected fields to filter results
    • Contact Method count fixed to not count multiple contact types when more than one communication happens on a case
    • A count for when no value is present ("nil") is now displayed as the last row on the report. i.e. when there is no School District input on a Parents/Guardians primary address, the last row on the report will read "No School District" and then display count per grouping with the total as the last column.

  • Maintenance

    • Report errors in mailer and background jobs.
    • Ruby updated from 3.4.3 to 3.4.6

1.0.1 (2025-07-03)

  • Referral
    • Addition of Source information to Referral Details
    • Case # added to Referral Details and Referral Email

Fixes

  • Updating Version tracking to not log empty versions

1.0.0 (2025-06-30)

  • Increase color contrast of "Environment Info" banner to improve visibility.

Fixes

  • List of Referral candidate agencies no longer shows all agencies when either county or school district is missing on the primary address.

Maintenance

  • Upgrade libraries and packages.
  • Warmup email system for production.

0.7-beta (2025-06-26)

  • Referral
    • When Agency isn't selected on a Referral, update message from "Agency must exist" to "Agency is required".
    • When Agency has no email, display a warning in the form.
  • Add ZIP Code index and Excel download.

Fixes

  • Fix error on Referral Counts, removing an incomplete parameter. Also made filters consistent, so parameters don't drop off as others are selected.
  • Allow updating :roles on user form.

Maintenance

  • Upgrade libraries and packages.

0.6-beta (2025-06-17)

  • Tell the browser not to autofill contact fields (name, address, phone, email). Browsers and password managers notoriously ignore these settings. Seems to work in Microsoft Edge, but is ignored by LastPass.
  • Case
    • Remove "Referred" status from Case. Only Received and Closed are used.
    • Refresh Case as associated records are updated.
    • Store :closed_at timestamp.
    • Copies include the contact method, but go to edit for review.
  • Referral
    • Display Agency notes when selecting a candidate agency for referral.
    • Only allow additional referrals for a child if the others are "Rejected".
    • Cannot create a Referral on a closed Case.
    • Add days to referral and days to closure to Referral Excel.
    • Displays an icon (building with checkmark) with a timestamp on hover when an Agency has viewed a referral.
  • Guides

Fixes

  • Fix logic error in preventing non-production email delivery to external email domains.
  • Fix server log location.

Maintenance

  • Upgrade libraries and packages.

0.5-beta (2025-06-09)

  • Improve retrieving authors. Add author initials to the referral email, and remove all places that skipped display them.
  • Allowing partial addresses with just Zip and County / School District overrides
  • Ability to add an addition referral when the first one is rejected
  • Enhancements of Case index to show Parents/Guardians if present, fixes the order to descending and adds a status filter drop down

0.4-beta (2025-05-21)

  • Case
    • Loosen Reason for closure, only restricting EI referral with Community supports cases.
    • Add "Copy" action, starts a new case with duplicated source, guardians, addresses, phones, children.
    • Extract "Contact Method" to the initial communication. This gains "PDE Form No." when applicable, relying on the underlying Communication record.
    • Prevent adding Guardians and Children to a closed Case.
  • Referral
    • When all referral(s) are sent, auto-close an open case as EI referral.
    • Add Status and Year filters to the Referral Count report.
  • Address
    • Expand county and school district overrides form when user overrides exist, or match failed.

0.3-beta (2025-05-12)

  • Calculate Child's Age with day-level precision, as we check for 45 days before their 3rd birthday.
  • Referral
    • Revoke referral details token when referral status changes (e.g. from sent to rejected).
    • Remove child initials from Referral Excel.
  • Case
    • Add "PDE Form No." field to Source for PDE form referrals.
    • Search by referral reason, guardian language, communication discussion, communication concerns.
    • Add "reason for closure".
    • Transition from Received to Referred when all referrals are Sent.

0.2-beta (2025-04-24)

Improvements

  • Update child age to consider optionally-school-age (i.e. kindergarten) as "preschool" so they can be referred.
  • Pick from the full language list.
  • Add Agencies + Cases to top nav.
  • Add Case search.
  • Expand Agency search.
  • More referral count reporting groupings.
  • Give unauthenticated users access to referral details with an encrypted token good for 10 days from delivery.

Fixes

  • Error viewing a case/guardian when geocoding was still in-progress.

0.1-beta (2025-04-09)

  • Add users.
  • Initial Agency import with contacts and county assignments.
  • Report Referral Count by Agency and Month.
  • Add "contact method" to Case Source.
  • Prevent external referral emails in non-production environments.
  • Add "reason" to Referral.

Alpha

Improvements

  • Added Release Notes page, available in the Admin menu.
  • Added Jobs system, available in the Admin menu.
  • Added Agencies resource.
  • etc.

Maintenance

  • Upgrade libraries and packages.