Kotahi issues log

Background

This page acts as a working list to log and manage issues or feature requests related to Kotahi.

Issues

Key:
- On hold/pending
- In progress
- Complete

ID	Type	Owner	Domain	Description/comment	Action/status
1	QOL	WO	Client Exit	Can we use 'Share with whanau' to change service status for family members (via activity whose completion changes service status).
2	QOL	Data	Assigned users	Currently any action on a client record adds user as 'assigned user'. We want this to only show 'case manager', or otherwise some way to configure who gets added to the client.
3	QOL	Data	Accessibility	Dark or high contrast mode option needed.
4	QOL	WO	Tasks	Need 'filter by activity' and/or 'Service'
5	Workflow design	Data	Pre-population	Whanau ora 'requisition approval' currently pre-populates data based on the workflow. This process BREAKS when a second requisition occurs for a client/family.
6	Bug?	Data	Form builder	Some 'zombie' fields previously deleted seem to persist and cannot be removed.
7	QOL	FIN	Tasks	Need list of requisitions under each client. Solved by completion of #4
8	QOL	FIN	Tasks	Is task 'Whanau ora' or 'Tupaia'? Solved by completion of #4
9	Workflow design	FIN	Attachments	Attached files do not pre-populate
10	QOL	FIN	Notifications	Multiple notifications per task/request, and no clarification of client/task in body.
11	QOL	Data	Backfill	Need a way to bulk import historical client notes	: Draft solution in testing (Feb 2025).
12	QOL	Data	SMS	Booked appt SMS reminders not currently working	Active with vendor. They are testing solution.
13	Workflow design	Data	Form builder	File upload/attachment prepopulation errors.
14	QOL	Data	PRIMHD reporting	Query - PRIMHD reporting automation available?
15	Bug?	Data	Tasks	Multiple open tasks of same type make it confusing to 'clear' assigned tasks.
16	QOL	Data	Form builder	Can we set generic fields (duration, staff present) to mandatory in configuration.
17	Feature	Data	General	Site 'white label' to add org logo and remove Kotahi branding.
18	Feature	Data	Configuration	Export services with child activities for sharing.
19	Feature	Data	Security	Force 2FA for all or selected users
20	Feature	Data	Client	Address validation.
21	Feature	Data	Form builder	Multiple select combo field.
22	Bug?	Data	Import data	Postal address should not be mandatory if PostalAddressIsSameAsResidential is true
23	Bug?	Data	Import data	DOB should not require datetime value
24	Feature	Data	Import data	Assign service on client import
25	QOL	Data	Configuration	Bulk edit permissions.
26	QOL	Data	Tasks	Client task list is confusing to manage if there are multiple tasks across different services, and the activity name does not indicate service.
26	Bug?	Data	Tasks	If a client has already received a requisition approval, submitting a new requisition pulls in details from the previous requisition instead of generating fresh data
27	Data Quality	Data	Data Consistency	Records inserted before 13/1/2025 have filesourcekey = NULL due to manual entry before column existed.	Action: Reupload data from before the 24th Status:
28	Bug?	Data	Tasks	If a new requisition requests fewer services than the previous one, some details from the previous requisition are still carried over.	Action: Notified as bug with details to Kotahi 19/2/25. Status
29	Data Quality	Data	Data Consistency	Merge function updates kptinsertedat for all records, even for those that have not been updated.
30	Functional	Appointments	Client Selection	Need ability to select staff members as the client when creating appointments. Currently, only clients can be selected, but staff need to be included as valid participants.	Raised to Karo. Current workaround is to use a test client as a proxy. Implementing staff-as-client functionality deemed too complex for current scope.
31	QOL	Group activities	Scheduled group acivities	Need the ability to schedule group activities to recur on the same day and time each week for a specified duration.
31	QOL	Activities	Activities list	Activities shared by clients family members arent prioritised so they are sent to the bottom of the list by default.

Timeframe	Type	Description	Status
ASAP	Data	Data supply to S3 is daily
	Feature	Client attachments can be viewed directly from another activity
	Feature	Dark mode/high contrast theme
	Feature	PRIMHD reporting automation
	Feature	Address validation
	Feature	Force 2FA
	Feature	'Assigned user' configuration
	Feature	'Share with whanau' completes activity for each selection
	Feature	Multi-select list field in form builder
	Data	Import historical notes and files from Aiga
	Data	Complete DW implementation
	Data	BI products
	Data	MVP of basic read/write API