Judge/CA/ADC: Generate Response To Status Report

cholly75 commented 11 months ago

As a judge, ADC or chambers administrator, so that I can quickly issue orders in response to status reports, I need a mechanism to quickly generate these orders based on a few selections.

One of the most common orders issued by the Court is an order in response to a status report from the parties. Generally, these are orders that set a time frame for parties to submit either a stipulated decision or another status report on where their case is at in terms of progress/discussion of the issues or any directives issued by the Court. As these orders often share a few common elements in the text used, we would like a mechanism to facilitate generation of these types of orders in a fashion similar to that used with stamp disposition to ensure uniformity and provide a quick way to create these.

Pre-Conditions

Acceptance Criteria

When viewing a Status Report (RPT) in DAWSON from the Document View or Message, the SR Order workflow can be invoked
This workflow displays options (see below) and a preview of the SR Order to be generated and saved as a Draft (a la Stamp Disposition)
If the workflow is invoked from a Status Report that is the Lead case in a consolidated group, the user can indicate that all cases in the group should be added to the caption of the SR Order
When invoked, the SR Order workflow presents the following options for the user. Selecting an option updates the SR Preview with the appropriate text (noted in the sample PDF attached to the story). At least ONE of these four options must be chosen before the SR Order can be generated and saved as a Draft
- Formatting Rule: if a clause in the order is followed by another (i.e., more than one selection has been made in the UI) then the preceding clause should have "It is further" appended to the end of it prior to the paragraph break
User can choose to save the document as previewed and generate a Draft for the case. Generated Draft behaves like a Draft in all respects (can be edited, deleted, signed, docketed, etc. based on the user viewing the document).
- ORDER TYPE (optional selection, can choose one of the below selections):
- Status Report
- Status Report/Stip Decision
- Selection of one of the above options requires an additional selection for:
- DUE DATE (required selection if ORDER TYPE has been selected, date picker)

STRICKEN FROM TRIAL (optional selection, check box)
If this option is chosen, then an option under JURISDICTION must also be chosen prior to generating/saving the order
JURISDICTION (optional selection, can choose one of the below selections):
- Restored
- Retained

ADDITIONAL TEXT (optional, free text box, 140-160 char limit [in line with Stamp Disposition free text limit)

Notes

SR_Template.pdf

Tasks

Test Cases

Story Definition of Ready (updated on 12/23/22)

The following criteria must be met in order for the user story to be picked up by the Flexion development team. The user story must:

[ ] Is framed in business/user need, the value has been addressed.
[ ] Includes acceptance criteria
[ ] Has been refined
[ ] Pre conditions have been satisfied. Process: Flexion developers and designers will test if the story meets acceptance criteria and test cases in Flexion dev and staging environments (“standard testing”). If additional acceptance criteria or testing scenarios are discovered while the story is in progress, a new story should be created, added to the backlog and prioritized by the product owner.

Definition of Done (Updated 5-19-22)

Product Owner

[ ] Acceptance criteria have been met and validated on the Court's migration environment
[ ] Add scenario to testing document, if applicable (https://docs.google.com/spreadsheets/d/1FUHKC_YrT-PosaWD5gRVmsDzI1HS_U-8CyMIb-qX9EA/edit?usp=sharing)

UX

[ ] Business test scenarios have been refined to meet all acceptance criteria
[ ] Usability has been validated
[ ] Wiki has been updated (if applicable)
[ ] Story has been tested on a mobile device (for external users only)

Engineering

[ ] Automated test scripts have been written, including visual tests for newly added PDFs
[ ] Field level and page level validation errors (front-end and server-side) integrated and functioning
[ ] Verify that language for docket record for internal users and external users is identical
[ ] New screens have been added to pa11y scripts
[ ] All new functionality verified to work with keyboard and macOS voiceover https://www.apple.com/voiceover/info/guide/_1124.html
[ ] READMEs, other appropriate docs, JSDocs and swagger/APIs fully updated
[ ] UI should be touch optimized and responsive for external only (functions on supported mobile devices and optimized for screen sizes as required)
[ ] Interactors should validate entities before calling persistence methods
[ ] Code refactored for clarity and to remove any known technical debt
[ ] Acceptance criteria for the story has been met
[ ] If there are special instructions in order to deploy into the next environment, add them as a comment in the story
[ ] Reviewed by UX on a deployed environment.
[ ] Reviewed by PO on a deployed environment. Can be deployed to the Court's test environment if prod-like data is required. Otherwise deployed to any experimental environment.
[ ] Deployed to the Court's staging environment.

katiecissell commented 4 months ago

Pre-refinement questions:

why does this one need a live preview if it's consistent every time?
to confirm, this is an order with the same event code as an order?

katiecissell commented 3 months ago

UX Notes

Figma file

When a judge, ADC or chambers administrator views a status report they can see an option to "Order Response". Icon is "edit"

A Status Report Order Response page will appear. Options selected on the left should appear in the PDF preview on the right.

If it is the lead case in a consolidated group, additional options should appear at the top of the form and the docket numbers in the PDF preview respond according to which option is chosen (if needed). The default is all cases in this group.

Save draft does not enable until at least one option is chosen. Clear all will clear all selections. (and disable save draft until at least one option is chosen.) Example of options chosen:

If an order type is chosen and no due date selected, a validation alert should appear.

If an order type is chosen and the due date is improperly formatted, a validation alert should appear.

If case is stricken from trial session and no jurisdiction chosen then a validation alert should appear.

After the order is saved as a draft, it should behave like a typical order:

the user can edit, delete, add a signature and view the full pdf
red text above the preview pane should remain when the signature is required
if the user clicks Edit, they'll be taken to the edit flow where they can edit.
the default docket entry description of the order is 'Order'

If the draft is saved, a green alert should appear (just like orders being saved).

ttlenard commented 3 months ago

Test Cases

1) Judge user previews a Status report from the docket record; New link is available at the top of the document preview pane that displays "Order Response"

Log in as a Judge user
Navigate to a case that has a Status Report on the docket record.
Click on the Status report document link so that the document preview pane displays

Expected Results:

[ ] NEW FUNCTIONALITY - There is now a new link at the top of the document preview pane that displays Order Response and there is an edit icon to the left of the text.

2) Judge user clicks on the Order response link from the Document Preview panel; a new page displays and is titled Status Report Order Response.

Continuing from the previous test
Click on the Order Response link from the document preview panel

Expected Results:

[ ] NEW FUNCTIONALITY - A new page titled Status Report Order Response displays.
[ ] NEW FUNCTIONALITY - There is a document preview on the right - titled Order.
[ ] NEW FUNCTIONALITY - Document preview includes the correct case caption and Docket number of the case; Order is underlined, and has the beginning sentence of the Order already populated.
[ ] NEW FUNCTIONALITY - The date in the first sentence is the date that the Status report was filed by the party, the index number correctly displays the document index number on the docket record.
[ ] NEW FUNCTIONALITY - The left side of the screen has the options for selection, nothing is selected by default.
[ ] NEW FUNCTIONALITY - The Additional order text field is blank
[ ] NEW FUNCTIONALITY - The Docket entry description is defaulted to display "Order". User can delete the text or add additional text in this field. No text limit.
[ ] NEW FUNCTIONALITY - The Save as Draft button is not activated.

3) Judge user clicks the Cancel link at the bottom of the left side; User is navigated back to the document preview panel, and they are back to viewing the Status Report document.

Continuing from the previous test
Click the cancel link

Expected Results:

[ ] NEW FUNCTIONALITY - User is navigated back to the previous screen - the document preview of the Status Report document.

4) Judge user clicks on Order Response link, selects Status Report radio button for Order type; Document preview displays Order text appropriately.

Continuing from the previous test
Click on the Order Response link
Select Status Report radio button under Order Type

Expected Results:

[ ] NEW FUNCTIONALITY - The document preview displays, "ORDERED that the parties shall file a futher status report by" (there will not be any date displayed yet - since you did not add in a date)

5) Judge user clicks the Save as Draft button; Recieves validation error.

Continuing from the previous test
Be sure that you did not input a date in the Due date field
Click Save as Draft

Expected Results:

[ ] NEW FUNCTIONALITY - User receives validation error that states "Due date is required for status reports and stipulated decisions", and the Due date field is highlighted red with "select due date" text in red below the field.

6) Judge user adds an invalid date in the Due date field, Clicks Save as draft; User receives validation error.

Contining from the previous test
Add in a invalid date - be sure to add in letters or an incorrect date format, as well as type in a date in the past

Expected Results:

[ ] NEW FUNCTIONALITY - Whatever is added in the date fields is displayed on the document preview.
[ ] NEW FUNCTIONALITY - User receives appropriate validation error upon clicking Save as Draft - see mocks
[ ] NEW FUNCTIONALITY - User cannot select a date in the past with the calendar date picker (dates prior to today's date are greyed out).

7) Judge user adds in a valid date in the Due Date field; Clicks Save as Draft; Draft Order is added to the drafts folder.

Continuing from the previous test
Input a valid date by either using the calendar picker, or typing in the date in the correct format
Leave the rest of the fields as the default
Click Save as Draft button.

Expected Results:

[ ] NEW FUNCTIONALITY - User is routed to the drafts folder of the case
[ ] NEW FUNCTIONALITY - Green confirmation banner indicating that the Oder was saved successfully
[ ] NEW FUNCTIONALITY - Created date is today's date
[ ] NEW FUNCTIONALITY - Document title is "Order"
[ ] NEW FUNCTIONALITY - User has options to Edit, Delete, Apply Signature and View Full PDF
[ ] NEW FUNCTIONALITY - Red text in the top right that indicates Signature required for this document

8) Judge user clicks the Edit link; User is navigated back to the Status Report Order Response page; data entered previously remains; User can make necessary edits.

Part 1

Continuing from the previous test
Click on the Edit link

Expected Results:

[ ] NEW FUNCTIONALITY - User is routed back to the Status Report Order Response page
[ ] NEW FUNCTIONALITY - Data entered from the previous tests remains

Part 2

Change the Order type from Status Report to Status Report or Stipulated Decision
Update the date to a different date in the future

Expected Results:

[ ] NEW FUNCTIONALITY - The document preview displays, "ORDERED that the parties shall file a futher status report or proposed stipulated decision by [updated date entered]"

Part 3

Add in additional text in the Docket entry description text box

Expected Results:

[ ] The text at the top of the Document preview next to "Docket entry preview" displays the description text that you just added.

Part 4

Click Save as Draft button

Expected Results:

[ ] NEW FUNCTIONALITY - User is routed to the drafts folder of the case.
[ ] NEW FUNCTIONALITY - Green confirmation banner indicating that the Oder was saved successfully.
[ ] NEW FUNCTIONALITY - Created date is today's date.
[ ] NEW FUNCTIONALITY - Document title is whatever you typed in the "Docket entry description" text box.
[ ] NEW FUNCTIONALITY - User has options to Edit, Delete, Apply Signature and View Full PDF.
[ ] NEW FUNCTIONALITY - Red text in the top right that indicates Signature required for this document.
[ ] NEW FUNCTIONALITY - The draft document in the preview matches the document from the preview in the Status Report Order Response.

9) Judge user adds a signature and saves the Order, Draft is saved appropriately

Continuing from the previous test
Click on the Add Signature link

Expected Results:

[ ] User can add in the Judge Signature as per normal/Delete signature/Go back to draft/Save Signature.
[ ] After signature is saved, the draft order is available in the Drafts folder
[ ] Green confirmation banner indicating Order updated.

10) Judge user creates an Order Response as in the previous test cases, Does not select Order type, selects Jurisdictional and also add additional Text to the order based off of options in the left panel.

Part 1

Log in as a Judge
Navigate to a case that has a status report on the docket record
Click on the document link for the status report
Click on Order Response
Do not select Status Report or Status Report or Stipulated Decision radio button and add a date in the future.
Check the box next to Case is stricken from the trial session

Expected Results:

[ ] NEW FUNCTIONALITY - Text on the right side is added to the draft order, and states, "ORDERED that this case is stricken from the trail session, it is further"

Part 2

Click the save as draft button without selecting any additional fields

Expected Results:

[ ] NEW FUNCTIONALITY - User receives validation error indicating that Jurisdiction is required since case is stricken from the trial session

Part 3

Select Retained

Expected Results

[ ] NEW FUNCTIONALITY - Text on the right side is added to the draft order, and states, "ORDERED that jurisdiction is retained by the undersigned." There is no "It is Further" at the end of this sentence if there isn't any text in the additional text field.

Part 4

Add in the "Order title in the Docket entry description" text box

Expected Results:

[ ] The text at the top of the Document preview next to "Docket entry preview" displays the description text that you just added.

Part 5

Click Save as Draft button

Expected Results:

[ ] NEW FUNCTIONALITY - User is routed to the drafts folder of the case.
[ ] NEW FUNCTIONALITY - Green confirmation banner indicating that the Oder was saved successfully.
[ ] NEW FUNCTIONALITY - Created date is today's date.
[ ] NEW FUNCTIONALITY - Document title is whatever you typed in the "Docket entry description" text box.
[ ] NEW FUNCTIONALITY - User has options to Edit, Delete, Apply Signature and View Full PDF.
[ ] NEW FUNCTIONALITY - Red text in the top right that indicates Signature required for this document.
[ ] NEW FUNCTIONALITY - The draft document in the preview matches the document from the preview in the Status Report Order Response.

Part 6

Click on the edit link from the Draft folder
From the Status Report Order Response page, you should see all of the previous data entered.
Change the Jurisdiction by selecting the radio button to "Restored to the general docket"

Expected Results:

[ ] NEW FUNCTIONALITY - The Text on the right side is added to the draft order, and states, "ORDERED that this case is restored to the general docket." There is no "It is Further" at the end of this sentence if there isn't any text in the additional text field.

Part 7

User types in some text in the Additional order text field.

Expected Results:

[ ] NEW FUNCTIONALITY - As the user types, the characters remaining counts down
[ ] NEW FUNCTIONALITY - As soon as there is text added in the additional order text box, the right side document preview adds in "It is further" to the last line of text, and then "ORDERED that [whatever the user types in the additional order text].

Part7

Click Save as Draft and take note of the document preview.

Expected Results:

[ ] NEW FUNCTIONALITY - User is routed to the drafts folder of the case.
[ ] NEW FUNCTIONALITY - Green confirmation banner indicating that the Order was saved successfully.
[ ] NEW FUNCTIONALITY - Created date is today's date.
[ ] NEW FUNCTIONALITY - Document title is whatever you typed in the "Docket entry description" text box.
[ ] NEW FUNCTIONALITY - User has options to Edit, Delete, Apply Signature and View Full PDF.
[ ] NEW FUNCTIONALITY - Red text in the top right that indicates Signature required for this document.
[ ] NEW FUNCTIONALITY - The draft document in the preview matches the document from the preview in the Status Report Order Response (includes the jurisdiction and additional order text that was added in the previous tests.)

11) Judge user creates an Order Response and select an Order type; User cannot select a Jurisdiction if the checkbox for Case is stricken from the trial session isn't selected.

Log in as a Judge user
Navigate to a case that has a status report on the docket record.
Click on the document link for the status report
Click on Order Response link at the top of the document preview
Select an Order type and add in a valid due date in the future.
Attempt to select a radio button in the jurisdiction section

Expected Results:

[ ] NEW FUNCTIONALITY - User cannot select a Jurisdiction if the Checkbox above is not selected.

12) Judge user creates an Order Response and selects only additional order text; User is not required to select any radio button in the order type, check the checkbox or add in a jurisdiction.

Part 1

Log in as a Judge user
Navigate to a case that has a status report on the docket record.
Click on the document link for the status report
Click on Order Response link at the top of the document preview
Add in some additional order text
Do not add in any text in the Docket entry description text box

Expected Results

[ ] NEW FUNCTIONALITY - As soon as there is text added in the additional order text box, the right side document preview adds in whatever the user types in the additional order text.
[ ] NEW FUNCTIONALITY - Only 140 (160?) characters are allowed. Once the character limit is reached, no additional text is added when typing.

Part 2

Finish typing in the Additional Order Text
User clicks Save as Draft

Expected Results:

[ ] NEW FUNCTIONALITY - User is routed to the drafts folder of the case.
[ ] NEW FUNCTIONALITY - Green confirmation banner indicating that the Oder was saved successfully.
[ ] NEW FUNCTIONALITY - Created date is today's date.
[ ] NEW FUNCTIONALITY - Document title is "Order" (The default text)
[ ] NEW FUNCTIONALITY - User has options to Edit, Delete, Apply Signature and View Full PDF.
[ ] NEW FUNCTIONALITY - Red text in the top right that indicates Signature required for this document.
[ ] NEW FUNCTIONALITY - The draft document in the preview matches the document from the preview in the Status Report Order Response (does not include Order type, jurisdiction, but does include the additional order text that was added).

13) Judge user creates an Order Response as in the previous test cases, user can clear all selected/added data.

Log in as a Judge user
Navigate to a case that has a status report on the docket record.
Click on the document link for the status report
Click on Order Response link at the top of the document preview
Add in some data to all or some of the options
Click the Clear All link

Expected Results:

[ ] NEW FUNCTIONALITY - All of the data that was input in the fields is cleared, no data is retained.
[ ] NEW FUNCTIONALITY - All of the data that was input on the document preview is cleared, with only the caption, Order title, and first sentence remaining.
[ ] NEW FUNCTIONALITY - The Save as Draft button is also disabled again.

14) Judge user creates an Order Response in a lead case in a consolidated group; Additional option is present at the top of the page to select a single case or all cases in the group.

Log in as a Judge user
Navigate to a lead case in a consolidated group that has a status report on the docket record.
Click on the document link for the status report
Click on Order Response link at the top of the document preview

Expected Results:

[ ] NEW FUNCTIONALITY - A new page titled Status Report Order Response displays.
[ ] NEW FUNCTIONALITY - There is a document preview on the right - titled Order.
[ ] NEW FUNCTIONALITY - Document preview includes the correct case caption for all cases in the group (Lead case + ET AL.,) and Docket numbers of all cases in the group; Order is underlined, and has the beginning sentence of the Order already populated.
[ ] NEW FUNCTIONALITY - The beginning sentence states, "On [date], a status report was filed in the lead case of the consolidated group (Index no. [index number of document]). For cause, it is"
[ ] NEW FUNCTIONALITY - The date in the first sentence is the date that the Status report was filed by the party, the index number correctly displays the document index number on the docket record of the lead case.
[ ] NEW FUNCTIONALITY - The left side of the screen is defaulted to have the radio button selected for "All cases in this group".
[ ] NEW FUNCTIONALITY - The Save as Draft button is not activated.
[ ] NEW FUNCTIONALITY - If the user changes the radio button to "Just this case", ET AL., is removed from the caption, and the Lead cases docket number is the only docket number displayed.
[ ] NEW FUNCTIONALITY - The first sentence is the same regardless of if filing in the single caes or in all cases in the group.

15) Judge user keeps the default option to issue the order in all cases in the group; Order Response works as per test cases above

Continuing from the previous test
Keep the default radio button selected to issue the order in "All cases in this group"
Repeat the tests from above to ensure:

Expected Results:

[ ] NEW FUNCTIONALITY - Validation error messages work the same (must have at least one selection (besides the consolidated radio button), valid date, Jurisdiction)
[ ] NEW FUNCTIONALITY - Document preview adjusts appropriately based off of what selections are made, what text is added in the Additional order text, and Docket entry description text box
[ ] NEW FUNCTIONALITY - Order can be saved, edited, deleted, or signed appropriately

16) Judge user creates an Order Response in a member case in a consolidated group; There is NOT an option present at the top of the page to select a single case or all cases in the group.

Log in as a Judge user
Navigate to a member case in a consolidated group that has a status report on the docket record.
Click on the document link for the status report
Click on Order Response link at the top of the document preview

Expected Results:

[ ] NEW FUNCTIONALITY - The left side of the screen does NOT have an additional option at the top for selecting if the user wants to file the order in just this case or in all cases in the group, since this is not the lead case in the group.
[ ] NEW FUNCTIONALITY - The rest of the functionality of the Order response works per the tests above for non-lead cases in a group)

17) Judge user previews a Status report from a message; New link is available at the top of the document preview pane that displays "Order Response"

Log in as a Judge user
Navigate to a message that has a Status Report attached.
Click on the Status report document link in the message so that the message, attachments and document preview pane displays

Expected Results:

[ ] NEW FUNCTIONALITY - There is now a new link at the top of the document preview pane that displays Order Response and there is an edit icon to the left of the text.

18) Judge user can complete the Status report order response from a message just as in test cases 1-16, but the draft order is also associated with the message attachment.

[ ] Tests 1-16 pass when initiating this workflow from a message.

19) Repeat all of the test cases above as a Chambers user and an ADC user

Expected results:

[ ] All tests pass as a Chambers user
[ ] All tests pass as an ADC user

20) Docket clerk adds an Order Response to the docket record, document is added and served as per normal Order.

Log in as a docket clerk
Navigate to the docket record of a case/access your messages for the Status Report order response.
Click on the add docket entry link at the top of the document preview

Expected Results:

The Order Response acts as any regular order getting added to the docket record:
- [ ] Docket clerk can edit the "What is this Order for?" text if necessary
- [ ] Docket clerk can change the Document type
- [ ] Docket clerk can select the service stamp
- [ ] Docket clerk can Save and Serve or Save Entry
- [ ] Once served, the document is available in their Processed folder (or in progress folder if saved)
- [ ] Document is served appropriately (can check logs)
- [ ] Document is titled correctly on the docket record. Date filed is today's date, Event code = O, Served parties is B
- [ ] If the Order is getting added to the lead case in a consolidated group, Docket sees the modal to select all cases in the group
- [ ] If paper service, docket receives the print for paper service scre

21) Other Regression tests

[ ] Once the Order Response documents have been served, they appear on the Today's Order page
[ ] Once the Order Response documents have been served, they can be searched for on the Order Search page
[ ] The Order Response documents obey all existing visibility rules
[ ] Docket clerks can seal an Order Response as per usual
[ ] Docket clerks can strike an Order Response as per usual
[ ] Order Response documents display in a Judge's Activity report as per normal

katiecissell commented 4 days ago

UX Update for preview:

Add a secondary outline button between the save draft button and cancel. When it is clicked, display the preview of the PDF the preview pane where it normally is. Can use a regular loading spinner if we need when generating the PDF.

flexion / ef-cms