MEP SOAR Portal — OAT Case Manager Portal
SOAR Outcome Tracking Application · soar-oats.homesunitedministries.org
HomesUnited Ministries · Non Profit 501(c)(3)
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Ver 4.C  |  2026-07-17  |  Audit Log + Magic Link Fix + Soft-Delete
  - audit.html: new admin-only audit log page (requires SOARADMIN code)
      Stat tiles: Total Events | Logins | Clients Created | Step/Demo Saves | Admin Actions
      Filters by actor (email/worker code), client (name/ID), action type
      Action badges: LOGIN, CLIENT_CREATED, STEP_UPDATED, DEMOGRAPHICS_SAVED,
        ADMIN_APPROVE, ADMIN_REJECT, ADMIN_RESTORE, ADMIN_REMOVE
  - getAuditLog API: GET /api/audit-log — returns up to 500 events newest-first
  - logAuditEvent API: POST /api/audit-log — client-side event writer
  - AuditLog table (mepsoarstorage): partitionKey='log', rowKey=timestamp+suffix
  - Admin actions (approve/reject/restore/remove) logged server-side in approveWorker
  - LOGIN events logged on magic link activation (URL token and manual paste)
  - CLIENT_CREATED events logged on new client intake
  - Audit Log link added to admin.html header nav bar
  - activateFromPendingLink() fix: was spreading outer response object {valid, worker}
    instead of data.worker — caused session.workerCode = undefined ("Assigned Worker: undefined")
    Fix: validate data.valid, spread data.worker with status='approved'
  - Remove action changed from hard-delete (deleteEntity) to soft-delete:
    status='removed', token='', removedAt=timestamp — row kept for audit trail
  - Re-registration now allowed when prior status is 'removed' or 'rejected'
    (upsertEntity 'Merge' replaces createEntity in registerWorker)
  - admin.html: ARCHIVED / REMOVED section + Restore button for removed workers
  - Total stat tile excludes removed workers (counts only active registrations)
  - Ver 4.A footer/title label updated to Ver 4.C

Ver 4.A  |  2026-07-14  |  Admin Dashboard + Registration Approval Flow
  - admin.html: standalone admin dashboard; auth via SOARADMIN code
  - Stat tiles: Total Registered | PENDING (amber) | Approved | Rejected
  - Registration cards: full details per applicant with action buttons
      Pending → [Approve] [Reject]
      Approved → [Revoke] + magic link copy/email draft
      Rejected → [Restore] [Remove]
  - Session action log (in-page, tracks all actions in current browser session)
  - On Approve: generates workerCode (e.g. SOAR-SMITH-SE-ABC1234) + UUID magic link
  - approveWorker API: now supports action=approve|reject|restore|remove
  - registerWorker bugfix: createTableIfNotExists → createTable() with 409 catch
    (OATRegistrations table now auto-created on first registration)
  - Region maps added to Managing Entities cards (6 FL regions, self-contained)
  - White-label ready: all region assets served from /regions/ (no GoDaddy dependency)
  - SWA config: /admin.html added to navigationFallback.exclude
  - MEP_SOAR_PORTAL_PROJECT_BRIEF.md created

Ver 3.B  |  2026-07-12  |  Provider Autocomplete + Storage Cleanup
  - providers.json: 772 FL SOAR provider entries (full statewide list)
  - Autocomplete on Provider ID field in registration modal
  - mepsoarstorage: old phantom tables removed, schema cleaned
  - Clients table verified: 75 demo records intact after cleanup

Ver 3.A  |  2026-06-02  |  NSSC 2 — SOAR Manager Rebrand + Nav Overhaul
  - "Worker" fully replaced with "SOAR Manager" everywhere in UI
  - Breadcrumb navigation bar (Portal Home › View › Drill-down)
  - Provider tiles: 6-stat grid per tile (SSI Appr, SSDI Appr, In Progress,
      On Hold, SSI Denied, SSDI Denied) with raw counts and percentages
  - Managing Entities report: 7 ME cards with SSI/SSDI separate stats
  - Provider mini-cards on ME view
  - SWR caching (24h TTL, stale-while-revalidate on all API calls)
  - Stat cards clickable → drill into filtered client views
  - Application version label: Ver 3.A (header subtitle + footer)
  - Footer updated: organization address, support email

Ver 2.A  |  2026-05-20  |  NSSC 1 — Statewide Pilot Expansion
  - Expanded to all 6 Florida SOAR regions
  - Managing Entities tab with 7 ME cards
  - Provider report with drill-down to provider client list
  - Client record panel: step tracking, demographics, outcome fields
  - OATRegistrations table created; registration modal added
  - Admin approval flow (manual, email-based — pre-admin.html)
  - 75-client demo dataset seeded

Ver 1.A  |  2026-04-04  |  Initial Pilot
  - Azure SWA + Function App provisioned (mep-soar-rg, East US)
  - mepsoarstorage: Clients, Steps, Demographics, Providers, Forms tables
  - index.html: auth gate (shared password soarreports)
  - Clients view: stat tiles + sortable client list
  - Initial 20-client demo dataset
  - Custom domain: soar-oats.homesunitedministries.org

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Internal use only · Details private to NSCC staff