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Description

  • Add a preserveWorkingCopy flag when loading cases into redux.
  • Set this flags to true when loading cases from search results / lists, so they don't clobber edits if the same case is being edited in a task
  • Ensure that cases get a reference for the contact when they are connected to one, either as a new or existing case, so they cannot get prematurely dereferenced and removed whilst the contact is stil in state

Checklist

  • Corresponding issue has been opened
  • New tests added
  • [n/a] Feature flags added
  • [n/a] Strings are localized
  • Tested for chat contacts
  • Tested for call contacts

Other Related Issues

None

Verification steps

AFTER YOU MERGE

  1. Cut a release tag using the Github workflow. Wait for it to complete and notify in the #aselo-deploys Slack channel.
  2. Comment on the ticket with the release tag version AND any additional instructions required to configure an environment to test the changes.
  3. Only then move the ticket into the QA column in JIRA

You are responsible for ensuring the above steps are completed. If you move a ticket into QA without advising what version to test, the QA team will assume the latest tag has the changes. If it does not, the following confusion is on you! :-P

… into state. Set this flag when loading cases from a result list, so in progress edits don't get overwritten
@stephenhand stephenhand requested a review from gpaoloni January 21, 2026 12:22
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@gpaoloni gpaoloni left a comment

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One question, but LGTM

import { connectToCase } from '../../services/ContactService';
import { connectToCaseAsyncAction } from '../contacts/saveContact';
import { markCaseAsUpdating } from './markCaseAsUpdating';
import { referenceCase } from './referenceCase';
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I don't get why do we want to reference the case? If the counselor opens the case it will get referenced, so why keep it loaded?

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I think there are times when a contact needs to reference it's associated case without necessarily loading it into the UI. We always reference a case via it's contact if we load up a contact already associated with a case, but we didn't when we initially connected the case, so this resolves that inconsistency

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Ah I think you are right, that's why the "connected case banner" is not clickable when the case is created - this should fix the bug.

@stephenhand stephenhand merged commit 0aa87cf into master Jan 26, 2026
23 checks passed
@stephenhand stephenhand deleted the CHI-3674-draft_case_section_persist branch January 26, 2026 13:47
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3 participants