Add provider workflow, i18n, automation, and visual docs#2
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dougdevitre merged 3 commits intomainfrom Mar 29, 2026
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New 4th step: Referrals & Follow-up - Auto-match flagged SDOH domains + client geography to resources from mo-resources.json, sorted by relevance (county > metro > state > national) - Referral outcome tracker: status workflow (pending → contacted → enrolled / declined / no_response / waitlisted), follow-up dates, provider notes - Warm handoff scripts: ready-to-use call scripts with org details, three-way client introduction template, and post-call documentation guide - Client history: save completed screenings by Client ID, load previous screenings, side-by-side comparison showing domain-level changes (improved/worsened/new) - "View Previous" button on intake when client has prior screenings - Report export now includes referral tracking table New modules: - resource-matcher.js: domain mapping, geographic filtering, relevance sorting - referral-tracker.js: status management, follow-up scheduling, summary export - client-history.js: localStorage persistence, screening comparison, dashboard stats https://claude.ai/code/session_01Qz7ppbXg1Qvnu7WVBgqqdN
- Add end-to-end workflow diagram showing all 4 steps - Add UI mockup diagrams for intake, screening, results, and referrals - Add referral status flow diagram (pending → contacted → enrolled/etc) - Add FPL benefits eligibility threshold chart - Add geographic coverage map of Missouri regions - Add service type and domain coverage bar charts - Add architecture diagram showing module relationships - Add data flow diagram from intake through referral tracking - Update project structure to include all new modules - Document Step 4 (Referrals & Follow-up) features - Document warm handoff scripts and client history comparison https://claude.ai/code/session_01Qz7ppbXg1Qvnu7WVBgqqdN
Scheduled workflows (the repo does this itself): - freshness.yml: Monthly cron checks all resource verified dates, auto-opens a GitHub issue listing stale entries (>180 days) with a checkbox checklist for re-verification - fpl-check.yml: Annual check (February) detects when FPL values are outdated and opens an issue with update instructions + HHS link - stale.yml: Weekly cleanup of inactive issues (60d) and PRs (30d) PR automation: - pr-checks.yml: Runs validation, tests, i18n coverage, and FPL year check on every PR. Replaces the simpler validate.yml - Auto-labels PRs based on files changed (data, code, i18n, docs, ci) - parse-resource-issue.yml: When an "Add Resource" issue is opened, auto-triages by checking which required fields are filled in and posts a checklist comment with next steps for maintainers New health check scripts: - scripts/check-freshness.js: Flags resources >180 days old, JSON output - scripts/check-fpl-year.js: Detects outdated FPL year in intake-app.jsx - scripts/check-i18n.js: Compares all languages against English keys Infrastructure: - CODEOWNERS: Auto-assigns @dougdevitre for review on all file types - package.json: Added check:freshness, check:i18n, check:fpl, check:all https://claude.ai/code/session_01Qz7ppbXg1Qvnu7WVBgqqdN
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Summary
New Files
i18n.js— English + Spanish translationsresource-matcher.js— Domain-to-resource matching enginereferral-tracker.js— Referral status managementclient-history.js— Client screening historyscripts/check-freshness.js— Resource staleness detectorscripts/check-fpl-year.js— FPL year currency checkscripts/check-i18n.js— Translation coverage checkerTest Plan
node scripts/validate.jspasses (0 errors)node tests/eligibility.test.jspasses (58/58)node scripts/check-freshness.jspassesnode scripts/check-fpl-year.jsruns (flags 2025→2026 as expected)https://claude.ai/code/session_01Qz7ppbXg1Qvnu7WVBgqqdN