Open sarahyatsko opened 11 months ago
Visit reports currently have 3 types of reimbursements, are receipts needed for others?
Several utilities exist in sprout that can be used:
Storage is two fold, the record of the upload is stored in the Attachments table. With the location being the bucket location in s3 and resourceId used to tie the upload back to a specific sprout resource. A new resource type will need to be introduced.
Column | Type | Nullable |
--------------+--------------------------+----------+
id | integer | not null |
name | character varying(255) | not null |
location | character varying(255) | not null |
createdAt | timestamp with time zone | not null |
updatedAt | timestamp with time zone | not null |
deletedAt | timestamp with time zone | |
size | integer | not null |
resourceType | character varying(255) | not null |
resourceId | integer | not null |
S3 Storage is controlled by the oliver-secure-storage app (src). Needs review.
Named, activity, and other travel reimbursements are all stored as json columns on the VisitReports table. These columns allow storage of multiple reimbursements. e.g:
[{"reimburseeId":"13","reimbursementName":"Vehicle Cleaning"},
{"reimburseeId":"2","reimbursementName":"Clean/Disinfect Visit Space"}]
New identifiers will need to be introduce to link each separate reimbursement to a specific attachment. Alternately, a new reimbursements table could be introduced that maps Attachments to VisitReports.
How does transmission to DCYF work with current billing processes and how will it impact automated billing?
Is your feature request related to a problem? Please describe.
Currently providers have expenses such as:
When a provider invoices DCYF, these charges are entered in Sprout, and appear on the Sprout generated invoice. However, the provider then needs to scan and send the receipts for each item along with their invoice to DCYF.
In Aug 2024, we realized that DCYF area leads and fiscal team have requirements that were not initially captured as well as issues with Good To Go receipts that may take longer than 3 days to be received by visit supervisors. Specifically, this means that leads and fiscal need to receive and review all receipts for a given provider, for a given region, for a given month/billing cycle; clicking individually on a long list of visit reports with receipts attached to them was called out as being too much work. 4 new user stories are added below.
Describe the solution you'd like It would be helpful if, instead, providers could upload a scanned receipt in to Sprout and that receipt would then be attached to an invoice.
Prioritization Process
DCYF has identified this as an issue they would like explored