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Add a manual processing for self Reporting

Open markusmann-vg opened this issue 10 months ago • 0 comments

Feature Description

Create new case, contact Duplicate Detection / Merging

Added Value/Benefit

With this ticket users can manually process self reported messages

Acceptance Criteria

High level requirements

  • [ ] in Self reports directory reports with Completed investigation status have a "Process" button
  • [ ] Reports of type Case are processed into a case
  • [ ] Reports of type Contact are processed int contacts
  • [ ] After finished processing a case self report with case reference number and there are contacts with the same reference number and not linked to any cases, the user is asked to link those contacts to the newly created case (the user can chose to don't link)

    TBD handle contacts with same ref number already linked to other cases: we could make a copy of the contact and link to the new case

  • Contact self report with case reference number can be linked to a case with same reference number
    • no case found = not linked
    • multiple cases found = not linked

    TBD if there are multiple cases maybe offer the user to choose one

    • [ ] a single case found = the user is asked to link the contact to it, the user has the options to choose not to link to
    • [ ] an unprocessed case report with same reference number found = the user is asked to process that one first, the user has the option to continue the processing of the contact or stop the processing
  • [ ] After processing a self report it is linked to a case or contact depending on it's type and it's possible to navigate to the entity resulted from processing the self report

Processing steps

1. Case

  • [ ] Search for similar persons using the person data from the report (same as for external messages)
    • [ ] no persons found = show case creation popup pre-filled with data from the report
    • [ ] person(s) found = show "pick or create person" popup (same as for external messages)
      • [ ] pick person = search for similar cases (same as for external messages)
        • [ ] case found = show "pick or create case" popup (same as for external messages)
          • [ ] pick case = go to next step
          • [ ] create case = show case creation popup pre-filled
        • [ ] no case found = show case creation popup: person data taken from the chosen person, the rest from the self report
      • [ ] create person = show case creation popup pre-filled
    • [ ] no person found = show case creation popup pre-filled
  • [ ] link the case to the self report
  • [ ] search for contact with same reference number and no case linked to
    • [ ] if contacts found = ask the user to link them to the case

2. Contact

  • [ ] Search for case self report with the same reference number

    • [ ] case report found = show a confirmation popup with a recommendation to process the case report first
      • [ ] ok = stop the processing
      • [ ] continue = go to next step
    • [ ] no case report found = go to next step
  • [ ] Search for similar persons using the person data from the report (same as for external messages)

    • [ ] no persons found = show contact creation popup pre-filled with data from the report
    • [ ] person(s) found = show "pick or create person" popup (same as for external messages)
      • [ ] pick person = search for similar contacts (same as for external messages)
        • [ ] contact found = show "pick or create contact" popup (same as for external messages)
          • [ ] pick contact = go to next step
          • [ ] create contact = show contact creation popup pre-filled
        • [ ] no contact found = show contact creation popup: person data taken from the chosen person, the rest from the self report
      • [ ] create person = show contact creation popup pre-filled
    • [ ] no person found = show contact creation popup pre-filled
  • [ ] link the contact to the self report

  • [ ] In both cases the last step should have a button to navigate to the resulted intity

Implementation Details

No response

Mockups

No response

Additional Information

No response

markusmann-vg avatar Apr 24 '24 11:04 markusmann-vg