Being able to configure subject type filter for Due and overdue visits cards when part of custom dashboard

[mahalakshme]

Need:

1. Frequently we are unable to use Standard report card as such because users want to customise it based on subject type or program or encounter type. Eg:

   • Overdue visits for child followup in APF Odisha - which is based on program, encounter type
   • No of Follow-up visits due for Epilepsy followup in JSSCP - Infividual ST, followup encounter type, Epilepsy program
   • Due WIMC meeting in AKRSP - WIMC meeting encounter type and Individual subject type
   • Eye checkup due in Chashma - 'Eye checkup' encounter type and Patients subject type

2. To be able to achieve MyDashboard functionalities via Custom Dashboard code ie. to have the code at one place eventually.

AC:

Configuration 1: (for Need 1)

• When 'Scheduled visits' and 'Overdue visits' are selected as 'Standard card type', display the filters like mentioned in the below rough mockup:

• Initially when the above standard repord card types are selected, show 'Subject type' filter alone.

• Based on the subject type selected, show any programs if applicable, in the programs filter, and general encounter types in the 'Encounter type' filter.

• Based on the program selected, show program encounter types as well, in the 'Encounter type' filter.

• Should be able to select any color in the color picker.

• Should be able to save without anything selected in 'Subject Type' filter as well.

  Configuration 2: (for Need 2)

• Should be able to add 'subject type' filter as part of custom dashboard filters

  

• Make sure the format used to save filters are backward compatible (the existing custom dashboard filters should continue to work)

Out of scope:

To make the configuration work in mobile app

[himeshr]

Facing issues while creating Custom Dashboard cards in server for StandardReportCardType Total.

[AchalaBelokar]

ENV:Staging

• [ ] Login to maha@APF on staging .

1. Go to the aap designer
2. offline dashboard
3. edit the QRT child due and overdue visits
4. edit filter weight
5. I change the scope of that filter Registration to Program Enrolment
6. After selecting program child
7. it is giving me error

Screen Recording 2024-07-15 at 2.36.10 PM.zip

[AchalaBelokar]

• [ ] I created a dashboard for house hold but value is not reflected in that dashboard Login with maha@APF household is the dashboard

[petmongrels]

anomaly between filter and recent registrations input being only 1 day

[Dinesh2019]

• [ ] When we created the dashboard without subject added in the report card as well as subject type added in the report card if we apply the filter subject type we get the count as zero even though we have the value.
• [ ] And also we have to remove the total if we select the program in the subject as the older version has it.

Refrences video :

https://github.com/user-attachments/assets/57b975b1-7793-4f08-bbcd-1313595af4f3