Epic 2 Clean-Up

[mariahkannenberg]

As a development team ...

Clean-up items:

1) Show section in work queue; possibly as a separate column 2) Error Handling - Make sure all error handling has been implemented 3) On the dashboard views (Petitioner, Practioner, IRS Attorney), the "Petitioner Name" column should be changed to "Case Name" and the field should display the part of the case caption before "v. Commissioner of Internal Revenue" [Note: if it's easy to drop ", Petitioner" or ", Petitioners" from that, please do that as well. If not, it's okay to have that under Case Name] [Moved from #315] 4) The message generated in the work queue/message thread for an incoming Petition should read "A Petition filed by [name of Petitioner in the caption (i.e., everything before the "v. Commissioner of Internal Revenue")] is ready for review." [Moved from #315] 5) UX consider adding caption correction option in QC form (in additional to global caption edit function) 6) Update global and doc detail headers to save some space 7) Review modal behavior for interactive form modals and make necessary changes 8) Two-step "Send To" in existing message. 9) Remove "Deficiency" from "No IRS Notice" list on Start a Case form

Tasks

• [x] Update design of My Queue and Section Queue to add Section Name of sender (Kristen)
• [x] Update design of Petition Document Detail to add Case Caption field (Kristen)
• [x] Update header design (Kristen)
• [x] 1 - Add Section to the Work Queue Table (Cody #1175)
• [x] clean up bullet number 2 (Eric)
• [x] clean up bullet number 3 (William #1182)
• [x] clean up bullet number 4 (Rachael)
• [x] 5 - Caption correction option in QC form (William #1177)
• [x] 6
  • [x] Document Detail Page Updates (William #1170)
  • [x] Case Detail Page; Componentize case detail header (William #1168)
• [x] 7
  • [x] reposition modal to be centered vertically with bottom buttons always visible (kris)
  • [x] prevent modal from being dismissed (kris)
• [x] 8 - Add section dropdown in "Send To" for existing messages (Rachael)
• [x] 9 - Remove "Deficiency" from "No IRS Notice" list on Start a Case form (William #1167)
• [x] Run through the app and make sure spinners are on any long running action (Eric, Kris #1184 )
• [x] Refactor Case Caption work to limit duplication (William, Rachael, Cody #1186)
• [x] a little more space under textarea case caption (Eric PR)
• [x] a little more space under the h2 case header (Eric PR)
• [x] Select Section dropdown should be in alpha sorted (William #1244)
• [x] Select Recipient should be alpha sorted (William #1244)
• [x] additional Section values(in spreadsheet) (William #1246)
• [x] Chambers dropdown values(in spreadsheet) (William #1256)
• [x] revisit utc timezone views (Eric)
• [x] remove focus states on headers, elements that aren't interactive (Kris)
• [x] Add Sent Section to Outboxes (William #1277)

Definition of Done

Product Owner

• [x] Acceptance criteria have been met

UX

• [x] Usability has been validated

Engineering

• [x] Field level and page level validation errors (front-end and server side) integrated and functioning
• [x] Run the browser stack scripts to verify that application is usable in Chrome, Firefox, Safari, Edge and Internet Explorer (external only)
• [x] No errors reported in manual a11y testing
• [x] All new functionality verified to work with keyboard and osx voiceover
• [x] Code refactored for clarity and to remove any known technical debt
• [x] README, other appropriate docs, and swagger/APIs fully updated - all code functions documented with jsdocs
• [x] UI should be touch optimized and responsive for external only(functions on supported mobile devices and optimized for screen sizes as required)
• [x] Library/module dependencies are up-to-date and are at the latest resolvable version
• [x] Code is deployed to DEV
• [x] Errors in sonarcloud are fixed (https://sonarcloud.io/organizations/flexion-github/projects)
• [x] Alerting and monitoring for new functionality in place and successfully exercised

[klohman]

@JessicaMarine Design changes for clean up story.

Updated Case Header

Document Detail Page

• Decrease Docket Number to H2
• Move "New" label to the right of the docket number
• Increase Document Title (for example, Petition) to H1
• Combine filed date and filed by fields to "Filed [date] by [petitioner name]
• Move filed by field above the PDF viewer

Case Detail Page

• Decrease Docket Number to H2
• Move "New" label to the right of the docket number

Add Section to the Work Queue Table

My Queue

• Remove the "To" column
• Add "Section" column to the right
• Section should populate with the section of the user sending the message
  • Docket
  • Petitions
  • Calendar
  • Chambers, [Judge's Last Name]

Section Queue

• Move "From" column to the right of "To' Column
• Add "Section" column as last column on right

Add Case Caption to Petition Document Detail

• Add Case Caption field on the Party Information tab
• the current case caption should pre-populate in the field with all text before the "v."
• when update is saved (auto or manual)- the case caption in header should reflect the changes

[JessicaMarine]

This looks good to me! We can go over with the full team tomorrow at the Design meeting if you want.

Jessica

From: klohman [mailto:notifications@github.com] Sent: Wednesday, March 13, 2019 1:47 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] Epic 2 Clean-Up (#367)

@JessicaMarinehttps://github.com/JessicaMarine Design changes for clean up story.

Updated Case Header Document Detail Page

[image.png]https://camo.githubusercontent.com/ba4cc92a210a8be404d5ac8695704548edb032c5/68747470733a2f2f696d616765732e7a656e68756275736572636f6e74656e742e636f6d2f3562643732373135303838343339353563633234643364302f37633337646135332d366266612d343764302d383936372d363835663931303035346437

• Decrease Docket Number to H2
• Move "New" label to the right of the docket number
• Increase Document Title (for example, Petition) to H1
• Combine filed date and filed by fields to "Filed [date] by [petitioner name]
• Move filed by field above the PDF viewer

Case Detail Page

[image.png]https://camo.githubusercontent.com/e2fbef8826f0b0105110feb8b69f3f810b83aa69/68747470733a2f2f696d616765732e7a656e68756275736572636f6e74656e742e636f6d2f3562643732373135303838343339353563633234643364302f62626266663334642d373431352d343237382d623036352d316434323765623361643834

• Decrease Docket Number to H2
• Move "New" label to the right of the docket number

Add Section to the Work Queue Table My Queue

[image.png]https://camo.githubusercontent.com/820b84ea268d37c7a8f1acc5853cdc3895e2d1b5/68747470733a2f2f696d616765732e7a656e68756275736572636f6e74656e742e636f6d2f3562643732373135303838343339353563633234643364302f66643939393237322d353232342d346130302d383639352d306362336532613430613235

• Remove the "To" column
• Add "Section" column to the right
• Section should populate with the section of the user sending the message
  • Docket
  • Petitions
  • Calendar
  • Chambers, [Judge's Last Name]

Section Queue

[image.png]https://camo.githubusercontent.com/6a32a3e8739a58e5b065d4e9ee5cbcc04278073b/68747470733a2f2f696d616765732e7a656e68756275736572636f6e74656e742e636f6d2f3562643732373135303838343339353563633234643364302f30333832386330352d663066302d343336322d626134632d613537636634653233346232

• Move "From" column to the right of "To' Column
• Add "Section" column as last column on right

Add Case Caption to Petition Document Detail

[image.png]https://camo.githubusercontent.com/0b54e3f8da1ab2aecce45c170162cfdd27ea644e/68747470733a2f2f696d616765732e7a656e68756275736572636f6e74656e742e636f6d2f3562643732373135303838343339353563633234643364302f36386361303132382d363861372d343939632d616365392d363165333034613439633435

• Add Case Caption field on the Party Information tab
• the current case caption should pre-populate in the field with all text before the "v."
• when update is saved (auto or manual)- the case caption in header should reflect the changes

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[klohman]

Add Section Dropdown to "Send Message" form

• Select Section dropdown (required)

  • list will include all user sections/roles (docket, petitions, chambers, etc.)

• Select Recipient dropdown (required)

  • field is disabled until Section has been selected
  • dropdown list is populated with the users within the selected section

• Message field (required)

On click of "Send", if all required fields are complete:

• New message is created on the message thread
• New message is displayed on the "In Progress" tab on the Document Detail Page
• New message displays in the recipient's inbox and section queue inbox
• New message displays in the sender's "Sent" box and section sent box

[klohman]

Current Design for Section Selection

Send Message form / Create New Message

• Select Section

  • dropdown contains the following sections - ADC, Admissions, Calendar, Chambers, Clerk of the Court, Docket, Petitions, Trial Clerks

• if "Chambers" is selected, show the "Select Chamber" dropdown

• Select Chambers

  • field is hidden unless Chambers is selected from the Select Section dropdown
  • Field is populated with all judge's chamber names in the format - "Last Name's Chambers"
  • When a judge's chamber is selected, the Select Recipient dropdown is enabled and populated with all users in that chambers section

[JessicaMarine]

PO review comments:

1. The order of the documents on the docket record seems to be messed up. The Petition should ALWAYS be the first document. Then, Request for Place of Trial, then STIN (if required). All subsequent transctions should fall in chronological order.
2. The Section of the recipient should also be in the Sent boxes (Individual and Section)
3. When I tried to 'Run IRS Batch Process', I got an error message telling me to make sure I was using a supported browser. I was on Chrome, so I'm not sure what the issue was. I couldn't get past this step.
4. If I look at another case that successfully served to the IRS, the Served date and time only shows on the Petition on the docket record. It should show for each item that is transmitted.