PDS lookup timeline

app/assets/stylesheets/components/_index.scss

@@ -17,4 +17,5 @@
 @forward "summary-list";
 @forward "tables";
 @forward "tag";
+@forward "timeline";
 @forward "vaccine-method";

app/assets/stylesheets/components/_timeline.scss

@@ -0,0 +1,126 @@
+@use "../vendor/nhsuk-frontend" as *;
+
+$_badge-size-mobile: 16px;
+$_badge-small-size-mobile: 12px;
+$_timeline-border-width: 2px;
+
+@function _dot-size($size) {
+  @if $size == "default" {
+    @return $_badge-size-mobile;
+  } @else if $size == "small" {
+    @return $_badge-small-size-mobile;
+  }
+}
+
+@function _dot-ml($size) {
+  @return - calc(($size / 2) + ($_timeline-border-width / 2));
+}
+
+@function _dot-mt-tablet($margin) {
+  @return $margin - 1px;
+}
+
+@mixin _badge($size) {
+  $mt: 4px;
+  $mt-small: 6px;
+
+  height: _dot-size($size);
+  margin-left: _dot-ml(_dot-size($size));
+  margin-right: if(
+    $size == "default",
+    nhsuk-spacing(4),
+    nhsuk-spacing(4) + 2px
+  );
+  margin-top: if($size == "default", $mt, $mt-small);
+  width: _dot-size($size);
+
+  @include nhsuk-media-query($from: tablet) {
+    $tablet: _dot-size($size) + 4px;
+
+    height: $tablet;
+    margin-left: _dot-ml($tablet);
+    margin-top: if(
+      $size == "default",
+      _dot-mt-tablet($mt),
+      _dot-mt-tablet($mt-small)
+    );
+    width: $tablet;
+  }
+}
+
+.app-timeline {
+  list-style: none;
+  padding: 0;
+
+  @include nhsuk-responsive-margin(5, "bottom");
+  @include nhsuk-responsive-padding(2, "top");
+
+  &__item {
+    display: flex;
+    margin-bottom: 0;
+    margin-left: 12px;
+    margin-top: -6px;
+    position: relative;
+
+    @include nhsuk-responsive-padding(5, "bottom");
+
+    &:last-child {
+      padding: 0;
+
+      &::before {
+        border: none;
+      }
+    }
+
+    &::before {
+      border-left: $_timeline-border-width solid $color_nhsuk-grey-3;
+      bottom: 0;
+      content: "";
+      display: block;
+      left: -$_timeline-border-width;
+      position: absolute;
+      top: nhsuk-spacing(2);
+      width: $_timeline-border-width;
+    }
+
+    &--past::before {
+      border-color: $color_nhsuk-blue;
+    }
+  }
+
+  &__badge {
+    flex-shrink: 0;
+    z-index: 1;
+
+    @include _badge("default");
+
+    &--small {
+      @include _badge("small");
+    }
+  }
+
+  &__header {
+    font-weight: normal;
+    margin-bottom: 0;
+
+    @include nhsuk-font-size(19);
+
+    &.nhsuk-u-font-weight-bold .app-u-monospace {
+      font-weight: inherit;
+    }
+  }
+
+  &__content {
+    :last-child {
+      margin-bottom: 0;
+    }
+  }
+
+  &__description {
+    color: $nhsuk-secondary-text-color;
+    padding-top: 0;
+
+    @include nhsuk-responsive-margin(2, "bottom");
+    @include nhsuk-font-size(16);
+  }
+}

app/components/app_child_summary_component.rb

@@ -19,7 +19,9 @@ def initialize(
 
   def call
     govuk_summary_list(
-      actions: @change_links.present? || @remove_links.present?
+      actions:
+        @change_links.present? || @remove_links.present? ||
+          pds_search_history_link.present?
     ) do |summary_list|
       summary_list.with_row do |row|
         row.with_key { "NHS number" }
@@ -30,6 +32,8 @@ def call
             href:,
             visually_hidden_text: "NHS number"
           )
+        elsif (href = pds_search_history_link)
+          row.with_action(text: "PDS history", href:)
         end
       end
 
@@ -209,4 +213,10 @@ def format_year_group
   def highlight_if(value, condition)
     condition ? tag.span(value, class: "app-highlight") : value
   end
+
+  def pds_search_history_link
+    return unless @child.is_a?(Patient) && @child.pds_lookup_match?
+
+    pds_search_history_patient_path(@child)
+  end
 end

app/components/app_timeline_component.rb

@@ -0,0 +1,41 @@
+# frozen_string_literal: true
+
+class AppTimelineComponent < ViewComponent::Base
+  erb_template <<-ERB
+    <ul class="app-timeline">
+      <% @items.each do |item| %>
+        <% next if item.blank? %>
+
+        <li class="app-timeline__item <%= 'app-timeline__item--past' if item[:is_past_item] %>">
+          <% if item[:active] || item[:is_past_item] %>
+            <svg class="app-timeline__badge" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" width="28" height="28" viewBox="0 0 28 28">
+              <circle cx="14" cy="14" r="13" fill="#005EB8"/>
+            </svg>
+          <% else %>
+            <svg class="app-timeline__badge app-timeline__badge--small" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" width="14" height="14" viewBox="0 0 14 14">
+              <circle cx="7" cy="7" r="6" fill="white" stroke="#AEB7BD" stroke-width="2"/>
+            </svg>
+          <% end %>
+
+          <div class="app-timeline__content">
+            <h3 class="app-timeline__header <%= 'nhsuk-u-font-weight-bold' if item[:active] %>">
+              <%= item[:heading_text].html_safe %>
+            </h3>
+
+            <% if item[:description].present? %>
+              <p class="app-timeline__description"><%= item[:description].html_safe %></p>
+            <% end %>
+          </div>
+        </li>
+      <% end %>
+    </ul>
+  ERB
+
+  def initialize(items)
+    @items = items
+  end
+
+  def render?
+    @items.present?
+  end
+end

app/controllers/patients_controller.rb

@@ -25,6 +25,29 @@ def log
   def edit
   end
 
+  def pds_search_history
+    latest_results = @patient.pds_search_results.includes(:import).latest_set
+
+    @timeline_items =
+      if latest_results.present?
+        latest_results
+          .map(&:timeline_item)
+          .sort_by { |item| item["created_at"] }
+      else
+        []
+      end
+
+    time = latest_results&.last&.import&.processed_at
+
+    if @patient.nhs_number.present?
+      @timeline_items << {
+        active: true,
+        heading_text: "NHS number is #{@patient.nhs_number}",
+        description: time&.to_date&.to_fs(:long)
+      }
+    end
+  end
+
   def invite_to_clinic
     PatientLocation.find_or_create_by!(
       patient: @patient,

app/models/patient.rb

@@ -656,6 +656,14 @@ class NHSNumberMismatch < StandardError
   class UnknownGPPractice < StandardError
   end
 
+  def latest_pds_search_result
+    pds_search_results.latest_set&.first&.changeset&.pds_nhs_number
+  end
+
+  def pds_lookup_match?
+    nhs_number.present? && nhs_number == latest_pds_search_result
+  end
+
   private
 
   def patient_status(association, programme:, academic_year:)

app/models/pds_search_result.rb

@@ -49,4 +49,47 @@ class PDSSearchResult < ApplicationRecord
          no_postcode: 5
        },
        validate: true
+
+  def self.grouped_sets
+    records = all.to_a
+    grouped_records =
+      records.group_by do |record|
+        if record.import_id.present?
+          [:import, record.import_type, record.import_id]
+        else
+          [:date, record.created_at.to_date]
+        end
+      end
+    grouped_records.values
+  end
+
+  def self.latest_set
+    grouped_sets.max_by { |set| set.map(&:created_at).max }
+  end
+
+  def pds_nhs_number
+    changeset&.pds_nhs_number
+  end
+
+  def changeset
+    return unless import_id
+
+    PatientChangeset.find_by(
+      import_type: import_type,
+      import_id: import_id,
+      patient_id: patient_id
+    )
+  end
+
+  def timeline_item
+    {
+      is_past_item: true,
+      heading_text: human_enum_name(:step),
+      description:
+        I18n.t(
+          "activerecord.attributes.#{self.class.model_name.i18n_key}.results.#{result}",
+          nhs_number: nhs_number
+        )
+    }
+  end
 end

app/views/patients/pds_search_history.html.erb

@@ -0,0 +1,29 @@
+<% content_for :before_main do %>
+  <%= render AppBreadcrumbComponent.new(items: [
+                                          { text: t("dashboard.index.title"), href: dashboard_path },
+                                          { text: t("patients.index.title"), href: patients_path },
+                                          { text: @patient.full_name, href: patient_path(@patient) },
+                                        ]) %>
+<% end %>
+
+<% page_title = "NHS number lookup history" %>
+<%= h1 page_title: do %>
+  <span class="nhsuk-caption-l"><%= @patient.full_name %></span>
+  <%= page_title %>
+<% end %>
+
+<p class="nhsuk-u-reading-width">The following timeline shows how this child's NHS number was found by searching the NHS Patient Demographics Service (PDS)</p>
+
+<%= render AppTimelineComponent.new(@timeline_items) %>
+
+<h2 class="nhsuk-heading-m">Terms used in this lookup</h2>
+
+<p class="nhsuk-u-reading-width">A fuzzy search finds text that matches a term closely as well as exactly. 
+  For example, a fuzzy search can identify Jon Smith even if the term entered was John Smith.</p>
+
+<p class="nhsuk-u-reading-width">A wildcard searches for unknown parts of text. For example, if you only 
+  have part of a postcode: CV1, you can use a wildcard to search all records with a postcode 
+  that includes CV1.</p>
+
+<p class="nhsuk-u-reading-width">History refers to the child’s history, for example if they have changed 
+  their name or address.</p>

config/locales/en.yml

@@ -214,6 +214,19 @@ en:
         types:
           father: dad
           mother: mum
+      pds_search_result:
+        steps:
+          no_fuzzy_with_history: "Non-fuzzy search (with history)"
+          no_fuzzy_with_history_daily: "Non-fuzzy search (with history)"
+          no_fuzzy_without_history: "Non-fuzzy search (without history)"
+          no_fuzzy_with_wildcard_postcode: "Non-fuzzy search (with history and wildcard postcode)"
+          no_fuzzy_with_wildcard_given_name: "Non-fuzzy search (with history and wildcard first name)"
+          no_fuzzy_with_wildcard_family_name: "Non-fuzzy search (with history and wildcard surname)"
+          fuzzy: "Fuzzy search"
+        results:
+          no_matches: "No matches found"
+          one_match: "Found %{nhs_number}"
+          too_many_matches: "Too many matches found"
       programme:
         types:
           flu: Flu

config/routes.rb

@@ -175,8 +175,9 @@
     end
 
     member do
-      get "log"
       post "invite-to-clinic"
+      get "log"
+      get "pds-search-history"
 
       get "edit/nhs-number",
           controller: "patients/edit",