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@colinxfleming colinxfleming commented Feb 4, 2025

I rule and have completed some work on Case Manager that's ready for review!

Per request of fund, make it so that hard pledges (green in the pledge bar) get tied to appointment date rather than pledge sent at.

This pull request makes the following changes:

  • adds a config to turn this on
  • puts a shim in Patient.pledged_status_summary to utilize

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It relates to the following issue #s:

For reviewer:

  • Adjust the title to explain what it does for the notification email to the listserv.
  • Tag this PR:
    • feature if 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.
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  • If it contains neither, no need to tag this PR.

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a few notes

@colinxfleming colinxfleming requested a review from lomky February 18, 2025 17:44
@colinxfleming colinxfleming marked this pull request as ready for review February 18, 2025 17:44
else
patients = base.where(pledge_sent_at: start_of_period..)
end
patients = patients.or(base.where(fund_pledged_at: start_of_period..))
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@lomky lomky Mar 12, 2025

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I think this line will catch patients who are pledged this period with an appointment in later periods, so we need to add change the budget bar helper to mark them as soft pledged.

image

Actually as i'm thinking it over, how should we handle the soft pledges here? should soft pledges appear in the current period (when the pledge is created) or the one tied to the appointment date?

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Allow budget bar to base its pledged amounts on Appointment Date

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