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flexion / ef-cms

An Electronic Filing / Case Management System.
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IRS Attorney: File Answer (1.5) #111

Closed JessicaMarine closed 5 years ago

JessicaMarine commented 5 years ago

As an IRS Attorney, in order to comply with Court rules and have the case proceed, I need to file an Answer.

By Court rule, the IRS must file an Answer within 60 days of receiving a Petition. When the IRS Attorney is ready to file an Answer, they access the system, search for case by Docket #, and then upload the Answer.

Pre-conditions:

Acceptance Criteria (Post-conditions):

Tasks

uxforgood commented 5 years ago

@JessicaMarine @dubharmonic

Here's what we have for the beginning of the file answer workflow. Basically the case detail page (using the new updated designs) that includes the "File document" button.

image.png

In the case info tab, the only thing we've created thus far is the petition fee data and that doesn't display for IRS attorney. So I'd say create the tabbed view but don't populate with any info yet.

image.png

The below link shows you the tabbed view of the case detail page for IRS attorneys. On the right there should be a tab to show you the CSS output of this page, which should help in the UI dev.

https://www.figma.com/file/Z2MXE2BHNyNKK8rILSWkLCAX/USTC-For-devs

Here is also a crudely annotated version of our current design to show you what's changing

image.png

waldoj commented 5 years ago

I want to call up here that accessible typeahead/autocomplete isn't impossible, but in recent history it hasn't been worth the trouble and, before that, was actually impossible. I did just discover accessible-autocomplete, which gives me hope, but I haven't evaluated it in any way.

klohman commented 5 years ago

@JessicaMarine @dubharmonic @uxforgood @sarahridgway

Forgot to go over this during the design review. Here is a mockup of the IRS Attorney dashboard (after they have answered the case).

This is the same as the Petitioner Dashboard - the notifications column was something we talked about a couple sprints ago and would include the "Action required" if there were items pending.

IRS Attorney- Dashboard.png

JessicaMarine commented 5 years ago

I am fine with this view. And the cases (as they add more) should show in oldest to newest order.

We can talk about this more at tomorrow’s design meetings, but I think the notifications should be party specific. For example, if a Taxpayer needs to pay a filing fee, the notification flag on that case should only show on the Taxpayer’s view, not the IRS view. But that may be too difficult. Let’s discuss.

From: klohman [mailto:notifications@github.com] Sent: Thursday, December 06, 2018 12:37 PM To: flexion/ef-cms ef-cms@noreply.github.com Cc: Marine, Jessica jfmarine@ustaxcourt.gov; Mention mention@noreply.github.com Subject: Re: [flexion/ef-cms] IRS Attorney: File Answer (1.5) (#111)

@JessicaMarinehttps://github.com/JessicaMarine @dubharmonichttps://github.com/dubharmonic @uxforgoodhttps://github.com/uxforgood @sarahridgwayhttps://github.com/sarahridgway

Forgot to go over this during the design review. Here is a mockup of the IRS Attorney dashboard (after they have answered the case).

This is the same as the Petitioner Dashboard - the notifications column was something we talked about a couple sprints ago and would include the "Action required" if there were items pending.

[IRS Attorney- Dashboard.png]https://camo.githubusercontent.com/82cda5141a57039b364d7d86b2bdf5800752a08a/68747470733a2f2f696d616765732e7a656e68756275736572636f6e74656e742e636f6d2f3562643732373135303838343339353563633234643364302f38633636393663622d386139622d343133642d616265322d636239356436643131343239

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uxforgood commented 5 years ago

@dubharmonic @JessicaMarine

https://app.zenhub.com/workspaces/ef-cms-5bbe4bed4b5806bc2bec65d3/issues/flexion/ef-cms/111#issuecomment-444673635

Has been updated with correct screenshots based on this morning's feedback.

uxforgood commented 5 years ago

@dubharmonic @JessicaMarine

  1. To file an answer, the attorney would click the "File answer" button from case detail page and see this:

image.png

  1. They select document type (for now only 2 options are "Answer" and "Stipulated decision" and upload doc.
  2. "Cancel" returns them to the case detail page
  3. "Upload" uploads the file, returns them to case detail page with success message and new line item showing answered filed in the docket record at the bottom

image.png

klohman commented 5 years ago

@JessicaMarine @dubharmonic

Mockups for public view case detail.

Public Case Detail - Default.png

Public- Case Detail -Info.png

JessicaMarine commented 5 years ago

Looks good! Thanks.

From: klohman [mailto:notifications@github.com] Sent: Friday, December 07, 2018 11:17 AM To: flexion/ef-cms ef-cms@noreply.github.com Cc: Marine, Jessica jfmarine@ustaxcourt.gov; Mention mention@noreply.github.com Subject: Re: [flexion/ef-cms] IRS Attorney: File Answer (1.5) (#111)

@JessicaMarinehttps://github.com/JessicaMarine @dubharmonichttps://github.com/dubharmonic

Mockups for public view case detail.

[Public Case Detail - Default.png]https://camo.githubusercontent.com/6ae3c8a0cd7ea1f1724812195b28be23f737ca03/68747470733a2f2f696d616765732e7a656e68756275736572636f6e74656e742e636f6d2f3562643732373135303838343339353563633234643364302f34363934653637622d613537372d343633612d383434392d343538613333646165653332

[Public- Case Detail -Info.png]https://camo.githubusercontent.com/001537f37644646790dd080e2e85093c88cfdc3a/68747470733a2f2f696d616765732e7a656e68756275736572636f6e74656e742e636f6d2f3562643732373135303838343339353563633234643364302f65636637653631622d616461652d346563352d626130652d313438323032643334323265

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klohman commented 5 years ago

@JessicaMarine @dubharmonic

Updated IRS Dashboard design and Case Detail - Case Information Tab (IRS Attorney View)

IRS Attorney- Dashboard.png

MVP IRS Attorney- Case Detail -Info.png

klohman commented 5 years ago

@sadlerw @JessicaMarine @dubharmonic @uxforgood

Updated Case Detail- Case Information tab with IRS data (We are only showing Petitioner Name right now, so I'm sure the location of the Respondent info may move slightly once we add more metadata visible on this screen.) Screen Shot 2018-12-11 at 11.16.13 AM.png

mariahkannenberg commented 5 years ago

Design Decision 12/11: Hold off on public view until we have done the metadata work in Scenario #2. Could be the last user story in the scenario. There's nothing that the public WOULD see that the court wouldn't. Essentially, we're just "toggling off" certain data points.

JessicaMarine commented 5 years ago

Kristen,

I was thinking that it would display something like:

Respondent IRSAttorney (TT66554) 123 Main Street Los Angeles, CA 98089 202-444-8988 Attorney@irs.gov

From: klohman [mailto:notifications@github.com] Sent: Tuesday, December 11, 2018 11:17 AM To: flexion/ef-cms ef-cms@noreply.github.com Cc: Marine, Jessica jfmarine@ustaxcourt.gov; Mention mention@noreply.github.com Subject: Re: [flexion/ef-cms] IRS Attorney: File Answer (1.5) (#111)

@sadlerwhttps://github.com/sadlerw @JessicaMarinehttps://github.com/JessicaMarine @dubharmonichttps://github.com/dubharmonic @uxforgoodhttps://github.com/uxforgood

Updated Case Detail- Case Information tab with IRS data (We are only showing Petitioner Name right now, so I'm sure the location of the Respondent info may move slightly once we add more metadata visible on this screen.) [Screen Shot 2018-12-11 at 11.16.13 AM.png]https://camo.githubusercontent.com/57e171973561ce86684cbce2cf0818d6c53fffff/68747470733a2f2f696d616765732e7a656e68756275736572636f6e74656e742e636f6d2f3562643732373135303838343339353563633234643364302f63393239633463372d613339662d343032322d616135652d346336626562393261373937

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klohman commented 5 years ago

https://app.zenhub.com/workspaces/ef-cms-5bbe4bed4b5806bc2bec65d3/issues/flexion/ef-cms/111#issuecomment-446265647

@JessicaMarine @sadlerw @dubharmonic @uxforgood

Updated layout for Case Info tab- also includes dummy data for Petitioner. Screen Shot 2018-12-11 at 3.36.42 PM.png

JessicaMarine commented 5 years ago

Looks good!

From: klohman [mailto:notifications@github.com] Sent: Tuesday, December 11, 2018 3:28 PM To: flexion/ef-cms ef-cms@noreply.github.com Cc: Marine, Jessica jfmarine@ustaxcourt.gov; Mention mention@noreply.github.com Subject: Re: [flexion/ef-cms] IRS Attorney: File Answer (1.5) (#111)

https://app.zenhub.com/workspaces/ef-cms-5bbe4bed4b5806bc2bec65d3/issues/flexion/ef-cms/111#issuecomment-446265647

@JessicaMarinehttps://github.com/JessicaMarine @sadlerwhttps://github.com/sadlerw @dubharmonichttps://github.com/dubharmonic @uxforgoodhttps://github.com/uxforgood

Updated layout for Case Info tab- also includes dummy data for Petitioner.

[Screen Shot 2018-12-11 at 3.27.54 PM.png]https://camo.githubusercontent.com/b4a638b0aae6945d552385def5ed1d3e9b281bdd/68747470733a2f2f696d616765732e7a656e68756275736572636f6e74656e742e636f6d2f3562643732373135303838343339353563633234643364302f37653134626233632d333338382d346535392d393564382d663536396136356139363833

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