Petitioner: DAWSON Petition Generation

klohman commented 4 years ago

As a petitioner, so that I can easily create my petition to the Tax Court, I want to be able to complete an interview that will generate my petition for me.

Pre-Conditions

Acceptance Criteria

Create a Case flow gives the option to replace petition upload step w/ guided interview
- If petitioner chooses guided interview, they walk through a flow in which they can enter in all required data as part of online Petition form
- Petitioner can upload any additional required forms as part of submission (STIN, CDS, IRS Notices, etc)
- On completion, the system generates and submits a Petition PDF that includes all entered data, along with any additional files
System generated Petition follows e-filing QC/review process as uploaded petition and associated documents
System-generated Petition PDF is formatted to meet Tax Court rules and can be saved/downloaded by petitioner prior to submission

(Note: This ticket does not include the new upload component. Use the old one.)

Notes

Petitioner should still have the option to upload a petition PDF instead of using the generation workflow
The target go-live as of now is August 5
Security Considerations
- [ ] Does this work make you nervous about privacy or security?
- [ ] Does this work make major changes to the system?
- [ ] Does this work implement new authentication or security controls?
- [ ] Does this work create new methods of authentication, modify existing security controls, or explicitly implement any security or privacy features?

Tasks

Definition of Done (Updated 1-30-20)

Product Owner

[ ] Acceptance criteria have been met

UX

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

Engineering

[x] Automated test scripts have been written
[x] Field level and page level validation errors (front-end and server-side) integrated and functioning
[x] Verify that language for docket record for internal users and external users is identical
- [x] New screens have been added to pa11y scripts
- [x] 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
- [x] UI should be touch optimized and responsive for external only (functions on supported mobile devices and optimized for screen sizes as required)
- [x] Module dependencies are up-to-date and are at the latest resolvable version (npm update)
- [ ] Errors in Sonarcloud are fixed https://sonarcloud.io/organizations/flexion-github/projects
- [ ] Lambdas include CloudWatch logging of users, inputs and outputs
- [x] Code refactored for clarity and to remove any known technical debt
- [x] Deployed to the dev environment
[x] Deployed to the stage environment

swongCO commented 10 months ago

UX Notes See figma file for complete set of mockups with variations and notes.

This ticket only covers petitioners not practitioners.

The work:

New USWDS component: step indicator
Steps in new order; all with modified/new text
Updated landing page for first time filer
Updated start page for all filers
Step 1 Petitioner info (includes 20 variations)
Step 2 Petition (two ways to generate - questions or upload)
Step 3 IRS notice (New info section)
Step 4 Case procedure/location
New case procedure info page that will live on the USTC website
Step 5 STIN
Step 6 Review page (auto and upload flows)
Step 7 Pay filing fee

Start page for filer with no cases:

Start page for all filers:

Step 1 Petitioner info

Step 2 Petition

Step 3 IRS notice

Step 4 Case procedure/trial location

Case procedure info page (lives in USTC website)

Step 5 STIN

Step 6 Review case

Step 7 Filing fee

ttlenard commented 8 months ago

Test Cases

1) First time petitioner filer logs in; The What to Expect When Filing a Case page is updated with new text, and the cards on the right side of the page are updated.

Log in as a Petitioner that doesn't have any cases
Review the new "Welcome to DAWSON!" page

Expected Results:

[x] NEW FUNCTIONALITY - The page no longer has the "what to expect when filing a case online" page. The page now says, "Welcome to DAWSON!" (see mockup)
[x] NEW FUNCTIONALITY - The how to create a case link in the Taxpayer Tools card has been removed
[x] NEW FUNCTIONALITY - The other ways to file card has been removed
[x] Ensure that all of the links on the page open the appropriate page/form.

2) Petitioner clicks on the Start a case button; The How to Create a Case page displays with updated text.

Continuing from the previous test
Click Create a case

Expected Results:

[x] NEW FUNCTIONALITY - There is a new section with instructions that is displayed (Steps 1-4) that is NOT part of the accordion menu (see mockup).
[x] NEW FUNCTIONALITY - Accordion menus are titled "Are you filing Jointly with a spouse?", "Are you filing on behalf of someone else?", and "Are you filing for a business?"
[x] NEW FUNCTIONALITY - Information in the new accordion menus is the same information that was for these sections previously.
[x] NEW FUNCTIONALITY - Links present in each of the accordion menu's open the appropriate document/webpage.
[x] NEW FUNCTIONALITY - Clicking print this page opens a webpage and the user can print it.
[x] NEW FUNCTIONALITY - On the printable page, the expandable menus are expanded.

*Ensure that this updated Create a Case page is also displayed for any petitioner that already has cases.

3) Petitioner Clicks on the "I'm Ready to Start" button in the workflow; Petitioner is routed to the Step 1 of 7 page; Petitioner radio button selections display.

*Note - this step got moved to step 2 instead of step 1

Part 1

Continuing from the previous test
Click the Start a case button

Expected Results:

[x] NEW FUNCTIONALITY - The user is routed to the step "1 of 7 Petition" Page (see mockup)
[x] NEW FUNCTIONALITY - The "Answer some questions and have the Petition created for you" radio button is the default selection
[x] NEW FUNCTIONALITY - If the user selects the "Upload" radio button instead, the page changes and has the USWDS upload component
[x] The link to the petition form opens the correct document.

4) Petitioner selects "Answer some questions and have the Petition created for you" button, clicks Next without inputting any data; receives validation error.

Part 1

Continuing from the previous test
Select the "Answer some questions" radio button
Click Next without inputting any data in 1a or 2a

Expected Results:

[x] NEW FUNCTIONALITY - User receives a validation error messaging letting them know that they need to add information in the text boxes.

Part 2

Fill in some text in 1a, but not 2a
Click Next

Expected Results:

[x] NEW FUNCTIONALITY - User receives a validation error messaging letting them know that they need to add information in the text boxes.

Part 3

Fill in some text in 2a, but not 1a
Click Next

Expected Results:

[x] NEW FUNCTIONALITY - User receives a validation error messaging letting them know that they need to add information in the text boxes.

5) Petitioner selects "Answer some questions and have the Petition created for you" button, Adds in disagreement text and facts.

Continuing from the previous test
Select the "Answer some questions" radio button
Fill in some text in the text boxes for questions 1a and 2a
Click Next

Expected Results:

[x] NEW FUNCTIONALITY - User is routed to the Step 2 of 7 Petitioner Information.

6) Petitioner selects "Answer some questions and have the Petition created for you" button, Adds in disagreement text and facts and adds more reasons/facts.

Part 1

Continuing from the previous test
Click the back button (you should be navigated back to the step 1 of 7 page)
Click on Add another reason

Expected Results:

[x] NEW FUNCTIONALITY - A new text box displays under the letter "a" text box and is labeled with a lower-case b.
[x] NEW FUNCTIONALITY - Additional text can be typed in this text box

Part 2

Click on Add another fact

Expected Results:

[x] NEW FUNCTIONALITY - A new text box displays under the letter "a" text box and is labeled with a lower-case b.
[x] NEW FUNCTIONALITY - Additional text can be typed in this text box

Part 3

Add in more reasons/facts
Leave at least one reason/fact that you added blank, but be sure to input some text in the other text boxes
Click Next

Expected Results:

[ ] NEW FUNCTIONALITY - User receives a validation error indicating which text box needs information added

Part 4

Click on the Remove link to remove the empty text box

Expected Results:

[x] NEW FUNCTIONALITY - Empty text box is removed
[x] NEW FUNCTIONALITY - If the text box that you removed was before another text box that HAD text, the lettered text box shifts, so that the lettered boxes remain in order.

Part 5

Ensure that all text boxes that you have added have text in them
Click Next

Expected Results:

[ ] NEW FUNCTIONALITY - User is routed to the Step 2 or 7 Petitioner Information Page.

7) Petitioner views the step 2 of 7 Petitioner information page; Petitioner radio button selections display.

Expected Results:

[x] NEW FUNCTIONALITY - Page displays Step 2 of 7 Petitioner Information at the top
[x] NEW FUNCTIONALITY - Page displays "I am filing this petition on behalf of..." followed by Four radio buttons (Myself, Myself and my spouse, A business, and Other)

Part 2

Click Next without making any radio button selection

Expected Results:

[x] NEW FUNCTIONALITY - User receives a validation error indicating that a selection is required

Part 3

Select a radio button

Expected Results:

[x] NEW FUNCTIONALITY - Once a radio button is selected, the appropriate data fields for the Petitioner type that was selected are displayed on the page.

Petitioner - Test Cases 8 - 25 are for the "General Petitioner"

8) Petitioner selects "Myself" as the person filing the petition; data fields for a single petitioner are displayed.

Continuing from the previous test
Select the "Myself" radio button

Expected Results:

[x] NEW FUNCTIONALITY - The data fields for a single petitioner are displayed (as per the mockup - Note that it now says "Full Name", and "Mailing" address for each of the address fields, Country selection is now in a radio button instead of a dropdown)
[x] NEW FUNCTIONALITY - The United States radio button is the default selection
[x] NEW FUNCTIONALITY - The states are spelled out in the state dropdown (not abbreviated as they were before)
[x] NEW FUNCTIONALITY - Place of legal residence is a new field. The States/Territories are spelled out, not abbreviated)

9) Petitioner clicks Next without adding in any data; Receives Validation error

Continuing from the previous test
Click Next without filling in any of the Petitioner contact information

Expected Results:

[x] NEW FUNCTIONALITY - User receives a validation errors indicating the fields that are required to be filled in.

10) Petitioner fills out the information fields, leaves some of the required fields blank; receives validation errors.

Continuing from the previous test
Fill in some of the information fields, but leave some of the required fields blank
Click Next

Expected Results:

[x] NEW FUNCTIONALITY - User receives validation errors that clearly indicate that the fields that they have not filled out are required.
[x] NEW FUNCTIONALITY - The Place of legal residence field is optional and there are no validation errors if the user clicks Next without a selection added.

11) Petitioner fills out all of the required fields on the Petitioner Information page; Clicks next button.

Continuing from the previous test
Be sure that you fill in all the required fields
Click Next

Expected Results:

[x] NEW FUNCTIONALITY - User is routed to the Step 3 of 7 IRS Notice Page.

12) Petitioner clicks the Next button on the IRS Notice page without making a selection, Receives Validation error.

Continuing from the previous test
Click Next

Expected Results:

[x] NEW FUNCTIONALITY - User receives a validation error indicating that they must select an option to indicate if you received an IRS Notice.

13) Petitioner selects the "Yes" Radio button indicating that they received an IRS Notice; Page displays new IRS Notice fields/upload option.

Continuing from the previous test
Review the page

Expected Results:

[x] NEW FUNCTIONALITY - There is now a PDF upload area where a user can drag and drop a file (Dev Discretion - can they now also upload up to 5 files with new component?) - note: this was just developed so that you can upload one at a time.
[x] NEW FUNCTIONALITY - There is a dropdown menu field for type of notice/case - this field is required, and the text next to the field name indicates this.
[x] NEW FUNCTIONALITY - There are 3 new optional fields (Tax Year or period for which the notice was issued, Date IRS issued the notice, and City and state of issuing office)
[x] NEW FUNCTIONALITY - There is a link for the user to add another IRS Notice
[x] NEW FUNCTIONALITY - There is a redaction acknowledgement checkbox at the bottom of the page if the user uploads a file. The redaction acknowledgement doesn't display if they don't upload anything
[x] NEW FUNCTIONALITY - The next button at the bottom of the page is greyed out, and will not activate until the redaction checkbox is selected (only if a doc is uploaded).

14) Petitioner clicks Next without uploading or adding any data to the fields on the page; Receives validation error.

Continuing from the previous test
Click Next (be sure that you didn't upload or add any data in the fields)

Expected Results:

[x] NEW FUNCTIONALITY - User receives a validation error indicating that the Type of notice/case field is required (no other fields/upload is required)

15) Petitioner adds the type of notice/case; leaves the rest of the fields blank; Clicks Next; User is navigated to step 4 of 7 page.

Continuing from the previous test
Select a Notice type from the dropdown
Click Next (without uploading or adding any other data)

Expected Results:

[x] NEW FUNCTIONALITY - User is navigated to the Step 4 of 7 page (no validation errors)

16) User uploads/drags(?) an IRS notice document, fills in additional data; Clicks Next; User is navigated to step 4 or 7 page.

Part 1

Continuing from the previous test
Click the back button (you should be navigated back to the IRS Notice page and your previous inputs displayed)
Upload a document, add a Tax year and date. (Dev Discretion - can the user upload multiple documents?)

Expected Results:

[x] NEW FUNCTIONALITY - User can clearly see the file name of the document that was uploaded (multiple docs?)
[x] NEW FUNCTIONALITY - User can remove uploaded document(s)
[x] NEW FUNCTIONALITY - Dev Discretion - User can add additional documents (as long as there isn't more than 5 docs) - by clicking on add another notice
[x] NEW FUNCTIONALITY - If the date field is a non-compliant date, validation error appears upon clicking the next button

Part 2

Be sure that your date is valid, the redaction acknowledgement checkbox is checked, and Click Next.

Expected Results:

[x] NEW FUNCTIONALITY - User is routed to the Step 4 of 7 page.

17) User adds an IRS notice, Does not add any data; receives Validation error.

Part 1

Continuing from the previous test
Click the Back button from the 4 of 7 page (you should be navigated back to the IRS notice page)
Click Add another IRS Notice link

Expected Results:

[x] NEW FUNCTIONALITY - Another section displays titled "IRS Notice 2" and it displays the same 4 fields (Type of notice/case, Tax Year, Date, City and state of issuing office)
[x] NEW FUNCTIONALITY - There is a remove link next to the IRS Notice 2 Header (this remove link is NOT next to IRS Notice 1 header)

Part 2

Click Next without inputting any data

Expected Results:

[x] NEW FUNCTIONALITY - User receives validation error indicating that they need to add a selection for the Type of notice/case for the 2nd IRS Notice.

Part 3

User adds in the required fields
Click Add another IRS Notice

Expected Results:

[x] NEW FUNCTIONALITY - Another section displays titled "IRS Notice 3" and it displays the same 4 fields (Type of notice/case, Tax Year, Date, City and State of issuing office)
[x] NEW FUNCTIONALITY - There is a remove link next to the IRS Notice 3 Header (this remove link is NOT next to IRS Notice 1 header)

Part 3

Fill out some information in the IRS Notice 3 fields
Click Add another IRS Notice

Expected Results:

[x] NEW FUNCTIONALITY - Another section displays titled "IRS Notice 4" and it displays the same 4 fields (Type of notice/case, Tax Year, Date, city and state of issuing office)
[x] NEW FUNCTIONALITY - There is a remove link next to the IRS Notice 4 Header (this remove link is NOT next to IRS Notice 1 header)

Part 4

Fill out some information in the IRS Notice 4 fields
Click Add another IRS Notice

Expected Results:

[x] NEW FUNCTIONALITY - Another section displays titled "IRS Notice 5" and it displays the same 4 fields (Type of notice/case, Tax Year, Date, city and state)
[x] NEW FUNCTIONALITY - There is a remove link next to the IRS Notice 5 Header (this remove link is NOT next to IRS Notice 1 header)
[x] NEW FUNCTIONALITY - There is no ability to add any additional IRS notices

Part 5

Click the remove link next to IRS Notice 4.

Expected Results:

[x] NEW FUNCTIONALITY - The IRS Notice 4 section is removed from view, and the data that was in IRS Notice 5 is now the new "IRS Notice 4" data.

18) Petitioner clicks the Next button; User is routed to step 4 of 7 page; Clicks Next, receives validation error.

**This test case isn't applicable anymore - Regular case is now selected as the default selection.

~~- Continuing from the previous test~~ ~~- Click the Next button on the IRS Notice page~~ ~~- Click Next on the Case Procedure page without making a selection for regular or small case type.~~

~~Expected Results:~~ ~~- [ ] NEW FUNCTIONALITY - User receives a validation error indicating that they must make a selection for case procedure.~~

19) Petitioner reviews the link and then selects Regular Case; Preferred Trial Location dropdown menu displays; User Clicks Next without making a selection, Receives Validation error.

Part 1

Continuing from the previous test
Click on the information link

Expected Results:

[x] NEW FUNCTIONALITY - New tab opens and displays with information about regular vs small case procedures (Does this page live on the USTC website? Or within DAWSON? - need to verify) - USTC website

Part 2

Close the information page
Click Next without selecting a preferred trial location

Expected Results:

[x] NEW FUNCTIONALITY - User receives a validation error indicating that they must make a selection for Preferred Trial Location.

20) Petitioner selects a preferred trial location, clicks Next; STIN Page displays.

Continuing from the previous test
Select a trial location (verify that the correct states display for regular vs small, verify that the help text is updated to "This is your preferred location"
Verify that the Trial Locations link opens the appropriate page
- [x] YES, page opens correctly
Click Next

Expected Results

[x] NEW FUNCTIONALITY - The page 5 of 7 Statement of Taxpayer Identification Number page displays
[x] NEW FUNCTIONALITY - The link to the STIN opens the correct form on the USTC website.
[x] NEW FUNCTIONALITY - There is a new USWDS file upload section where the user can drag a file or upload (Dev discretion) - just upload, not able to drag yet

21) Petitioner clicks Next without uploading a STIN; receives validation error.

Continuing from the previous test
Click Next button without uploading a PDF

Expected Results:

[x] NEW FUNCTIONALITY - User receives a validation error indicating that an uploaded STIN is required.

22) Petitioner uploads a STIN PDF

Continuing from the previous test
Upload (or drag - dev discretion) a PDF of a STIN document

Expected Results:

[x] NEW FUNCTIONALITY - document uploads and can also be removed ~~- [ ] NEW FUNCTIONALITY - User can either drag a single file, or upload (Dev Discretion)~~
[x] NEW FUNCTIONALITY - User is not able to upload multiple documents

23) Petitioner clicks Next; Step 6 of 7 Review and Submit Case page displays

Continuing from the previous test
Click Next on the STIN page after you have uploaded a PDF

Expected Results:

[x] NEW FUNCTIONALITY - The Review and Submit Case page displays
[x] NEW FUNCTIONALITY - The answers that were typed in the reasons/facts are displayed for review
[x] NEW FUNCTIONALITY - Each step in the workflow is it's own numbered section on the review page, and each section has an edit link next to the title ~~- [ ] NEW FUNCTIONALITY - The Auto-generated PDF is in the same format as the mockups.~~ ~~- [ ] NEW FUNCTIONALITY - There are no links available in the document preview section, (ex: no zoom, no view full pdf, etc.)~~ - [ ] NEW FUNCTIONALITY - Clicking on the "Preview in Full Screen" link under the Petition header in the About your Case section opens the Document in a new tab. This document preview also displays the "Draft" watermark. ~~- [ ] NEW FUNCTIONALITY - There is a link for the IRS notice in the About your Case section (Dev discretion if the user can upload more than one)~~
[x] NEW FUNCTIONALITY - Clicking on the IRS notice link opens the document in a new tab
[x] NEW FUNCTIONALITY - Petitioner information section includes the additional information collected (Place of legal residence). ~~If none - display "N/A"~~
[x] NEW FUNCTIONALITY - If there is a Petitioner and Spouse type of case, the Spouse's contact info includes an email (if added), Register for eService/efiling section (Yes/No), and State of Legal residence.
[x] NEW FUNCTIONALITY - Petitioner service email is in the Petitioner information section
[x] NEW FUNCTIONALITY - Clicking on the STIN document opens the document in a new tab ~~- [ ] NEW FUNCTIONALITY - Clicking on the link for the Rule 27 opens the correct page on the USTC website.~~
[x] NEW FUNCTIONALITY - clicking on the edit link for each section brings you to that page where you can edit or review the info.

24) Petitioner clicks on the Submit Documents and Create Case button; User is routed to step 7 of 7 Pay Filing Fee page.

Part 1

Continuing from the previous test
Confirm that the Submit Documents and Create Case button is not activated until you check the box that your info has been redacted.
Once the redaction acknowledgement box is checked
Click on Submit Documents and Create Case button

Expected Results:

[x] NEW FUNCTIONALITY - Document upload modal displays with a progress bar
[x] NEW FUNCTIONALITY - User is routed to the 7 of 7 Pay Filing Fee page (see mock up)
[x] NEW FUNCTIONALITY - Breadcrumbs from the previous steps are greyed out, and cannot be clicked to navigate back to previous steps
[x] NEW FUNCTIONALITY - User can expand the accordion to see additional payment methods (see mock up)
[x] NEW FUNCTIONALITY - Clicking on the Application for Waiver of Filing fee opens the correct form
[x] NEW FUNCTIONALITY - Clicking on the Pay Now Online button opens the Petition form on Pay.gov
[x] NEW FUNCTIONALITY - Clicking on the Go to My Cases button brings the user to the My Cases page
[x] NEW FUNCTIONALITY - Clicking on the Case Docket number takes the user to the docket record of the case
[x] NEW FUNCTIONALITY - Petition, RQT and IRS Notice(s) are displayed correctly on the docket record, and are not yet served.

25) Petitioner navigates to the case that they just created, Generated Petition and IRS Notices are docketed correctly.

Continuing from the previous test
Click on the Case docket number
Review the docket record

Expected Results:

[x] NEW FUNCTIONALITY - The Auto-generated Petition is available on the docket record with a link for viewing the document. ~~The "Draft" watermark is no longer present on the document.~~
[x] NEW FUNCTIONALITY - Any IRS notices that were submitted with the case are labeled Attachment to Petition
[x] The Request for Place of Trial is a minute entry as per normal
[x] Documents are not yet served. ~~- [ ] NEW FUNCTIONALITY - If an IRS Notice date was included in the workflow, it is displayed on the Case Information tab for IRS Notice Date~~
[x] NEW FUNCTIONALITY - IRS Notice date is not displayed on the Case Information tab for IRS Notice Date. This will be input by petitions clerks

Test Cases 26-28 are for General Navigation

26) Petitioner Starts a case, Clicks cancel on each page in the workflow; Receives Are you Sure pop-up; User can confirm, close, or click No, Take me back; Modal acts appropriately on each page.

Log in as a Petitioner
Click Start a Case
Proceed to go through all the pages on the workflow for this test, and ensure that the Cancel button and associated pop-up links/buttons work appropriately.

Expected Results:

How to create a case page:
- [x] NEW FUNCTIONALITY - When the cancel link is clicked, user is navigated back to the My cases page ~~- [ ] NEW FUNCTIONALITY - Clicking No, Take me back navigates the user back to the page~~ ~~- [ ] NEW FUNCTIONALITY - Clicking Close in the top right navigates the user back to the page~~ ~~- [ ] NEW FUNCTIONALITY - Clicking Yes, Cancel navigates the user back to their My Cases Dashboard.~~
Petition Page
- [x] NEW FUNCTIONALITY - When the cancel link is clicked, modal displays
- [x] NEW FUNCTIONALITY - Clicking No, Take me back navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Close in the top right navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Yes, Cancel navigates the user back to their My Cases Dashboard.
Petitioner Information Page
- [x] NEW FUNCTIONALITY - When the cancel link is clicked, modal displays
- [x] NEW FUNCTIONALITY - Clicking No, Take me back navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Close in the top right navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Yes, Cancel navigates the user back to their My Cases Dashboard.
IRS Notice Page
- [x] NEW FUNCTIONALITY - When the cancel link is clicked, modal displays
- [x] NEW FUNCTIONALITY - Clicking No, Take me back navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Close in the top right navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Yes, Cancel navigates the user back to their My Cases Dashboard.
Case Procedure and Trial Location Page
- [x] NEW FUNCTIONALITY - When the cancel link is clicked, modal displays
- [x] NEW FUNCTIONALITY - Clicking No, Take me back navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Close in the top right navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Yes, Cancel navigates the user back to their My Cases Dashboard.
Statement of Taxpayer Identification Page
- [x] NEW FUNCTIONALITY - When the cancel link is clicked, modal displays
- [x] NEW FUNCTIONALITY - Clicking No, Take me back navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Close in the top right navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Yes, Cancel navigates the user back to their My Cases Dashboard.
Review and Submit Case Page
- [x] NEW FUNCTIONALITY - When the cancel link is clicked, modal displays
- [x] NEW FUNCTIONALITY - Clicking No, Take me back navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Close in the top right navigates the user back to the page
- [x] NEW FUNCTIONALITY - Clicking Yes, Cancel navigates the user back to their My Cases Dashboard.

27) Petitioner Starts a case, Clicks back on each page in the workflow; User is navigated appropriately to the previous page throughout the workflow; Data that they previously input is retained when they return to the next page.

Log in as a Petition
Click Start a case
Click the 2nd Start a Case button
Click Next on the Petitioner Page
Proceed to go through all the pages on the workflow for this test, and ensure that the back button navigates the user to the previous page appropriately, and that the Next button navigates the user to the correct page with data still in place.

Expected Results:

Petition Page
- [x] NEW FUNCTIONALITY - Clicking the Back button navigates the user to the Petitioner information page
- [x] NEW FUNCTIONALITY - Clicking the Next button brings the user to the next page and all previous data input is retained.
IRS Notice Page
- [x] NEW FUNCTIONALITY - Clicking the Back button navigates the user to the Petition page
- [x] NEW FUNCTIONALITY - Clicking the Back button again navigates the user to the Petition page
- [x] NEW FUNCTIONALITY - Clicking the Next button brings the user to the next page and all previous data input is retained.
Case Procedure and Trial Location Page
- [x] NEW FUNCTIONALITY - Clicking the Back button navigates the user to the IRS Notice page
- [x] NEW FUNCTIONALITY - Clicking the Back button navigates the user to the Petition page
- [x] NEW FUNCTIONALITY - Clicking the Back button again navigates the user to the Petitioner information page
- [x] NEW FUNCTIONALITY - Clicking the Next button brings the user to the next page and all previous data input is retained.
Statement of Taxpayer Identification Page
- [x] NEW FUNCTIONALITY - Clicking the Back button navigates the user to the Case Procedure and Trial Location page
- [x] NEW FUNCTIONALITY - Clicking the Back button navigates the user to the IRS Notice page
- [x] NEW FUNCTIONALITY - Clicking the Back button navigates the user to the Petition page
- [x] NEW FUNCTIONALITY - Clicking the Back button again navigates the user to the Petitioner information page
- [x] NEW FUNCTIONALITY - Clicking the Next button brings the user to the next page and all previous data input is retained.
Review and Submit Case Page
- [x] NEW FUNCTIONALITY - Clicking the Back button navigates the user to the Statement of Taxpayer Identification Page
- [x] NEW FUNCTIONALITY - Clicking the Back button navigates the user to the Case Procedure and Trial Location page
- [x] NEW FUNCTIONALITY - Clicking the Back button navigates the user to the IRS Notice page
- [x] NEW FUNCTIONALITY - Clicking the Back button navigates the user to the Petition page
- [x] NEW FUNCTIONALITY - Clicking the Back button again navigates the user to the Petitioner information page
- [x] NEW FUNCTIONALITY - Clicking the Next button brings the user to the next page and all previous data input is retained.

28) Petitioner Starts a case; Uses the breadcrumbs at the top of the page to navigate; User is navigated appropriately.

Part 1

Log in as a Petitioner
Click Create a Case Button
Click the I'm ready to start Button.
Fill out the required fields for the petition

Expected Results:

[x] NEW FUNCTIONALITY - The breadcrumb at the top should have "Petitioner information" in a bright blue, with the rest of the steps in grey (not selectable).

Part 2

Click Next

Expected Results:

[x] NEW FUNCTIONALITY - The breadcrumb at the top should have Petition in bright blue, the Petitioner information in a darker blue, and the rest of the steps in grey (not selectable)
[x] NEW FUNCTIONALITY - User can click on the Petitioner information to go back to the previous step.
[x] NEW FUNCTIONALITY - Any data entered on the previous pages is displayed

Part 3

Fill in the required fields for the Petition page and click next

Expected Results:

[x] NEW FUNCTIONALITY - The breadcrumb at the top should have IRS Notice in bright blue, the Petition and Petitioner information in a darker blue, and the rest of the steps in grey (not selectable)
[x] NEW FUNCTIONALITY - User can click on the darker blue breadcrumbs to go back to that step in the workflow
[x] NEW FUNCTIONALITY - Any data entered on the previous pages is displayed

Part 4

Fill in the required information for the IRS Notice and click next

Expected Results:

[x] NEW FUNCTIONALITY - The breadcrumb at the top should have Case Procedure and Trial Location in bright blue, the IRS Notice, Petition and Petitioner information in a darker blue, and the rest of the steps in grey (not selectable)
[x] NEW FUNCTIONALITY - User can click on the darker blue breadcrumbs to go back to that step in the workflow
[x] NEW FUNCTIONALITY - Any data entered on the previous pages is displayed

Part 5

Fill in the required information for the case procedure and Trial Location and click next

Expected Results:

[x] NEW FUNCTIONALITY - The breadcrumb at the top should have Statement of Taxpayer Identification in bright blue, the Case Procedure and Trial Location, IRS Notice, Petition and Petitioner information in a darker blue, and the rest of the steps in grey (not selectable)
[x] NEW FUNCTIONALITY - User can click on the darker blue breadcrumbs to go back to that step in the workflow
[x] NEW FUNCTIONALITY - Any data entered on the previous pages is displayed

Part 6

Fill in the required information for the STIN and click Next

Expected Results:

[x] NEW FUNCTIONALITY - The breadcrumb at the top should have Review and Submit Case in bright blue, the STIN, Case Procedure and Trial Location, IRS Notice, Petition and Petitioner information in a darker blue, and the rest of the steps in grey (not selectable)
[x] NEW FUNCTIONALITY - User can click on the darker blue breadcrumbs to go back to that step in the workflow
[x] NEW FUNCTIONALITY - Any data entered on the previous pages is displayed
[x] NEW FUNCTIONALITY - Any edits made to pages while accessing the page via the breadcrumb are saved appropriately when you navigate back to the page via the breadcrumb (it's essential the same as clicking "next".)

Part 7

Check the box to indicate that you have redacted and then click Submit Documents and Create Case button

Expected Results:

[x] NEW FUNCTIONALITY - The breadcrumb at the top should have the Pay Filing Fee in bright blue, all other breadcrumb links are now un-selectable.

Test Cases 29-34 are alternate paths for general Petitioner Flow

29) Petitioner eFiles a Petition; Selects that they would like to answer questions; Adds multiple Reasons/Facts with each one being LONG (lots of text); Generated Petition formatting is clear (see mockup).

Part 1

Log in as a Petitioner
Create a case
Indicate that you would like to answer questions
Add very large responses in the Reasons/Facts section.
Be sure that you test this by adding multiple or even one VERY LARGE text box.
After you have input the LONG Text, click next and then come back to the page, ensuring that the data loads appropriately.
Also test that you can navigate back to this page using the breadcrumbs and the data loads appropriately.
Click next and continue the Petition flow until you get to the review and submit case screen
Review the Reasons/Facts section

Expected Results:

[x] NEW FUNCTIONALITY - The long text data that was input is clear (see mockup for example).

Part 2

Petitioner submits the Petition with the long text in the reasons/facts

Expected Results

[x] NEW FUNCTIONALITY - Petition submits appropriately
[x] NEW FUNCTIONALITY - Document on the docket record can be opened and viewed by the Petitioner.

Part 3

Petitions clerk logs in and QC's the Petition with the long text

Expected Results:

[x] NEW FUNCTIONALITY - Document preview on the QC screens opens appropriately and can be read,

Part 4

Petitions clerk serves the Petition and associated documents to the IRS

Expected Results:

[x] NEW FUNCTIONALITY - Document is served appropriately.

30) Petitioner does not include Place of legal Address when adding petitioner information; this data is not displayed on the Review and Submit Case and the generated Petition PDF.

Part 1

Log in as a Petitioner
Create a case
On the Petitioner information page, leave the Place of Legal residence as the default "Select".
Continue with the petition flow adding in the required fields until you get to the Review and submit case screen.

Expected Results:

[x] NEW FUNCTIONALITY - The Petitioner information section does NOT displays any data for Place of legal residence.

Part 2

Submit the petition
Review the auto-generated PDF

Expected Results:

[x] NEW FUNCTIONALITY - The Petitioner contact information towards the end of the generated PDF does not display any data for Place of legal residence.

*Repeat this test with other Party type's to validate the N/A is not displayed

31) Petitioner eFiles a Petition; Indicates that they do not have an IRS Notice; User receives validation error if they do not make a selection in the dropdown.

Log in as a Petitioner
Create a case
Fill out the required fields for the Petitioner info and Petition info
On step 3 of 7, Select No, that you did not receive a notice from the IRS
Click Next without selecting an option from the dropdown menu

Expected Results

[x] NEW FUNCTIONALITY - User receives a validation error indicating that they must make a selection

32) Petitioner selects a topic from the "Which topic matches your complaint" dropdown; New value title "Passport" is now in the dropdown list

Continuing from the previous test
Click on the dropdown menu

Expected Results:

[x] NEW FUNCTIONALITY - Standard picklist options are available, and a new option for Passport is in the list.

33) Petitioner selects a Passport from the "Which topic matches your complaint" dropdown; Continues the workflow to the Review and Submit Case Screen, The case type is Passport, and The IRS notice(s) section displays N/A.

Continuing from the previous test
Selection an Passport from the dropdown and click Next
Continue through the workflow and fill in the required fields until you get to the Review and Submit Case page

Expected Results:

[x] NEW FUNCTIONALITY - The Type of Notice/Case indicates Passport ~~- [ ] NEW FUNCTIONALITY - The IRS notice(s) section displays "N/A"~~

34) The Generated Petition displays the Information about the IRS Notice and Case type appropriately

Continuing from the previous test
Submit the case
Review the Generated PDF

Expected Results:

[x] NEW FUNCTIONALITY - Passport is the answer for #1
[x] NEW FUNCTIONALITY - Questions 2 and 3 display N/A
[x] NEW FUNCTIONALITY - There is no reference to the IRS Notice in the section "You have included the following items with this Petition" section. ~~- [ ] NEW FUNCTIONALITY - There is a "Draft" watermark present in the preview.~~

Test cases 35-38 are General Petitioner uploading documents, including the Petition

35) Petitioner uploads a PDF that is non-compliant (PW protected/encrypted/non-PDF file, over 250 MB etc.) for the document uploads; User receives Validation Error message upon submitting to USTC.

Log in as a Petitioner
Click on Create a Case
Be sure that you upload a Petition, an IRS Notice, a STIN, and a CDS that are all Password protected
Continue with the workflow by filling out all of the required fields
Click on the Submit to US Tax Court

Expected Results:

[x] NEW FUNCTIONALITY - User receives the standard "There was a problem uploading your documents" modal
[x] NEW FUNCTIONALITY - User can go back through the workflow to remove and re-add the appropriate document and then submit successfully.

*Repeat this test by uploading all of the various "non-complaint" documents. For the documents that are over 250 MB, you should receive a browser error on the page you are uploading to, not an error at the end of the workflow.

36) Petitioner uploads a Petition document instead of answering questions; user can upload 1 PDF into the Petition section (drag a PDF as well? Dev discretion).

Log in as a petitioner
Click Start a case and then "I'm Ready to Start"
Fill out the information for the petitioner, click next
Select Upload a completed PDF of the Tax Court's Petition form or my own compliant Petition.

Expected Results:

[x] NEW FUNCTIONALITY - Yellow alert displays to remind users about not including PII (see mockup)
[x] NEW FUNCTIONALITY - The link to download the petition form is displayed (and the link points to the correct form on the USTC website)
[x] NEW FUNCTIONALITY - There is a new USWDS upload component (Dev descretion)
[x] NEW FUNCTIONALITY - Clicking Next without uploading a document results in a validation error ~~- [ ] NEW FUNCTIONALITY - User can drag a single file from their computer into the Upload PDF section~~
[x] NEW FUNCTIONALITY - User is unable to select more than one file into the Upload PDF section (Dev discretion)
[x] NEW FUNCTIONALITY - User can remove the file after they upload ~~or drag it over~~
[x] NEW FUNCTIONALITY - User can click Choose File and it will open their file explorer (or similar) so that they can select a PDF document from their computer.
[x] NEW FUNCTIONALITY - There is a new section for the Redaction acknowledgement checkbox.
[x] NEW FUNCTIONALITY - The link for Rule 27 navigates the user to the correct page on the USTC website
[x] NEW FUNCTIONALITY - The Next button on this page is not active until the redaction acknowledgment checkbox is checked.

37) Petitioner that uploaded their Petition reviews the document before submitting, PDF upload is appropriate and can be reviewed as per normal.

Continuing from the previous test
Continue through the workflow ~~- Review the Petitioner information page:~~ ~~- [ ] NEW FUNCTIONALITY - There is no dropdown for Place of Legal Residence for the uploaded Petition flow.~~
Continue the workflow by uploading an IRS Notice and a STIN
Review the Review and Submit Case screen

Expected Results:

[x] NEW FUNCTIONALITY - The IRS notice attached is listed with a document link and can be previewed
[x] NEW FUNCTIONALITY - Place of legal residence is listed in the petitioner information section card if the user input a value for this, it does not display if nothing was input
[x] NEW FUNCTIONALITY - User can navigate around the workflow on the breadcrumbs and come back to the review page. All data is saved appropriately.
[x] NEW FUNCTIONALITY - There is a new blue alert box above the Submit Documents and Create Case button

38) Petitioner submits their case; User is routed to the pay filing fee page.

Continuing from the previous test
Click Submit Documents and Create Case button

Expected Results:

[x] NEW FUNCTIONALITY - Document upload modal displays with a progress bar
[x] NEW FUNCTIONALITY - User is routed to the 7 of 7 Pay Filing Fee page (see mockup)
[x] NEW FUNCTIONALITY - Breadcrumbs from the previous steps are greyed out, and cannot be clicked to navigate back to previous steps
[x] NEW FUNCTIONALITY - User can expand the accordion to see additional payment methods (see mockup)
[x] NEW FUNCTIONALITY - Clicking on the Application for Waiver of Filing fee opens the correct form
[x] NEW FUNCTIONALITY - Clicking on the Pay Now Online button opens the Petition form on Pay.gov
[x] NEW FUNCTIONALITY - Clicking on the Go to My Cases button brings the user to the My Cases page
[x] NEW FUNCTIONALITY - Clicking on the Case Docket number takes the user to the docket record of the case
[x] NEW FUNCTIONALITY - Petition, RQT and IRS Notice(s) are displayed correctly and are not yet served.

Test Cases 39-48 are for Petitioner and Spouse (not deceased) Type cases

39) User files a case for Petitioner and Spouse; Section appears for "Your spouse's information".

Log in as a Petitioner
Click Start a case and then "I'm Ready to Start"
Select the radio button for Myself and my spouse

Expected Results:

[x] NEW FUNCTIONALITY - Fields display, and the header "Your information" and "Your spouse's information" displays
[x] NEW FUNCTIONALITY - Underneath the "Your spouse's information" section, there is a question for "Is your spouse deceased?"
[x] NEW FUNCTIONALITY - There is no default selection for the deceased spouse question

41) User clicks Next, without indicating if their Spouse is deceased; receives validation error.

Continuing from the previous test
Click Next, without selecting a radio button to indicate if your spouse is deceased.

Expected Results:

[x] NEW FUNCTIONALITY - User receives validation error indicating that a selection must be made for Is your Spouse Deceased.

42) User makes a selection for the question, "Is your Spouse Deceased?", fields below are updated based off of the selection made.

Continuing from the previous test
Select Yes and No radio buttons for the Is your spouse deceased question.
Review the behavior.
[x] NEW FUNCTIONALITY - If "No" is selected, a yellow banner displays (see mockup), and a checkbox displays so that the user can indicate that they have their spouse's consent
[x] NEW FUNCTIONALITY - If "Yes" is selected, a Section displays to capture the deceased spouse's information.

43) User Clicks "No", that their spouse is not deceased; does not indicate that they have their spouse's consent; Clicks Next, Receives validation error message.

Continuing from the previous test
Select the "No" radio button, indicating that your spouse is not deceased.
Do not check the checkbox
Click Next button

Expected Results:

[x] NEW FUNCTIONALITY - User receives a validation error indicating that they must have their spouse's consent.

44) User indicates that they have their spouse's consent, Additional fields for spouse display.

Continuing from the previous test
Check the box that the user has their spouse's consent.

Expected Results:

[x] NEW FUNCTIONALITY - Additional fields display for Spouses information, including "Full name of spouse".
[x] NEW FUNCTIONALITY - The "Use same mailing address as above" checkbox is checked by default; the mailing address, city, state, and zip fields roll up and are not displayed.
[x] NEW FUNCTIONALITY - If the User unchecks the checkbox and adds in data (a different mailing address) in the mailing address fields, but then checks the box that the data is the same, the data that was first entered is not retained. Data is removed.
[x] NEW FUNCTIONALITY - Phone number and email fields for the spouse are displayed as optional
[x] NEW FUNCTIONALITY - The default is that the "Register email address" checkbox is unchecked.

45) User clicks Next, without inputting any data in their spouse's information fields; Receives validation errors.

Continuing from the previous test
Click Next, making sure that you have not added any input into any of the Spouses data fields

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation error messages for each of the required fields

46) User Checks the "Register email address" checkbox, but does not add any data in the email address field for their spouse; receive validation error.

Continuing from the previous test
Check the box for "Register email address"

Expected Results:

[x] NEW FUNCTIONALITY - Yellow alert message displays (see mock)
[x] NEW FUNCTIONALITY - If the user clicks Next without adding in an email in the email address field, user receives validation error.

47) Petitioner and Spouse case that had answered questions to have the Petition generated for them; Adds the required data for the rest of the eFiling flow; Generated PDF contains the data entered appropriately.

Continuing from the previous test
Be sure that you have indicated that you would like to answer questions to generate the Petition
Continue with the workflow, until you get to the Review and Submit case page
Review the information on this page.

Expected results:

[x] NEW FUNCTIONALITY - The Spouse information is displayed correctly on the review page
[x] NEW FUNCTIONALITY - The Party type is displayed correctly on the review page (Petitioner and Spouse) ~~- [ ] NEW FUNCTIONALITY - The auto-generated document displays the correct information about the spouse~~
[x] NEW FUNCTIONALITY - If the register email checkbox was checked, the PDF and the review page displays a "Yes"
[x] NEW FUNCTIONALITY - If the register email checkbox was NOT checked, the PDF and the review page displays a "No" ~~- [ ] NEW FUNCTIONALITY - If no email provided for Petitioner or spouse, the "Email not provided" text is displayed on the auto-generated form.~~ ~~- [ ] NEW FUNCTIONALITY - If no phone number provided for spouse, "Phone number not provided" text is displayed on the auto-generated form.~~
[x] NEW FUNCTIONALITY - If there was no Place of legal residence entered for either Petitioner or Spouse, the PDF and the review page displays nothing
[X] NEW FUNCTIONALITY - If there was a Place of legal residence, the PDF and the review page spell out the value listed. ~~- [ ] NEW FUNCTIONALITY - There is a "Draft" watermark on the document preview.~~
[ xNEW FUNCTIONALITY - After clicking the Review and submit documents button, the user is navigated to the Pay Filing Fee page, with a green banner indicating that the case was created.

48) Repeat test cases 39 - 47 above, but instead indicate that you would like to upload a petition; data for Petitioner and Spouse on the Review and submit case page is correct.

Create a Case
Upload a petition
Indicate that you are filing for Myself and my Spouse
Indicate that your Spouse is alive and you have their consent
Upload a petition
Continue the workflow until you get to the review and Submit case screen.

Expected Results:

[x] NEW FUNCTIONALITY - The Spouse information is displayed correctly on the review page
[x] NEW FUNCTIONALITY - The Case type is displayed correctly on the review page (Petitioner and Spouse)
[x] NEW FUNCTIONALITY - The uploaded document is available for you to click a link for preview - this is the correct document.
[x] NEW FUNCTIONALITY - After clicking the Review and submit documents button, the user is navigated to the Pay Filing Fee page, with a green banner indicating that the case was created.

Test Cases 49 - 52 are for Petitioner and Spouse (deceased) Type cases

49) User selects Yes, that their spouse is deceased; Clicks Next without inputting additional data; User receives validation error.

Part 1

Log in as a Petitioner
Create a Case
Indicate that you would like to Generate a Petition and fill in the required data
For Petitioner information, Select Myself and my spouse
Fill out the information for the main petitioner
Select Yes, that your spouse is deceased.

Expected Results:

[x] NEW FUNCTIONALITY - Text field now states, "Full name of deceased spouse"
[x] NEW FUNCTIONALITY - The "Use same mailing address as above" checkbox is checked by default; the mailing address, city, state, and zip fields roll up and are not displayed.
[x] NEW FUNCTIONALITY - If the User unchecks the checkbox and adds in data (a different mailing address) in the mailing address fields, but then checks the box that the data is the same, the data that was first entered is not retained. Data is removed.
[x] NEW FUNCTIONALITY - Phone number and email fields for the "in care of" are displayed as optional

Part 2

Do not add in any information for the deceased spouse
Click Next

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation error messages for each of the required fields

50) User adds in data for the deceased Spouse and the in Care of; Checks the checkbox for Register email, but does not add in any email address; receives validation error.

continuing from the previous test
Fill in the information for the deceased spouse, but leave the email address blank
Check the box to register the email
Click Next

Expected Results:

[x] NEW FUNCTIONALITY - User receives a validation error indicating that an email is required.

51) User adds in an email for the In Care of, Clicks Next, Adds the required data for the rest of the eFiling flow; Generated PDF contains the data entered appropriately.

Continuing from the previous test
Add in an email address
Click Next
Continue with the workflow, until you get to the Review and Submit case page
Review the information on this page.

Expected results:

[x] NEW FUNCTIONALITY - The Deceased Spouse/In Care of information is displayed correctly on the review page
[x] NEW FUNCTIONALITY - The Case type is displayed correctly on the review page (Petitioner and Deceased Spouse)
[x] NEW FUNCTIONALITY - The auto-generated document displays the correct information about the deceased spouse and In Care of, including in the case caption of the PDF and the in care of is in the Contact information section
[x] NEW FUNCTIONALITY - If the register email checkbox was checked, the PDF and the review page displays a "Yes"
[x] NEW FUNCTIONALITY - If the register email checkbox was NOT checked, the PDF and the review page displays a "No" ~~- [ ] NEW FUNCTIONALITY - If no email provided for Petitioner or the In Care of for the deceased spouse, the "Email not provided" text is displayed on the auto-generated form.~~
[x] NEW FUNCTIONALITY - If no phone number provided for the In Care of for the deceased spouse, "Phone number not provided" text is displayed on the auto-generated form.
[x] NEW FUNCTIONALITY - If there was no Place of legal residence entered for either Petitioner or In Care of for the deceased Spouse, the PDF and the review page doesn't display anything
[x] NEW FUNCTIONALITY - If there was a Place of legal residence, the PDF and the review page spell out the value listed. ~~- [ ] NEW FUNCTIONALITY - There is a "Draft" watermark on the document preview"~~
[x] NEW FUNCTIONALITY - After clicking the Review and submit documents button, the user is navigated to the Pay Filing Fee page, with a green banner indicating that the case was created.

52) Repeat test cases 49 - 51 above, but instead indicate that you would like to upload a petition; data for Petitioner and Deceased Spouse on the Review and submit case page is correct.

Create a Case
Indicate that you are filing for Myself and my Spouse
Indicate that your Spouse is Deceased
Upload a petition
Continue the workflow until you get to the review and Submit case screen.

Expected Results:

[x] NEW FUNCTIONALITY - The Deceased Spouse and In Care of information is displayed correctly on the review page
[x] NEW FUNCTIONALITY - The Party type is displayed correctly on the review page (Petitioner and Deceased Spouse)
[x] NEW FUNCTIONALITY - The uploaded document is available for you to click a link for preview - this is the correct document.
[x] NEW FUNCTIONALITY - After clicking the Review and submit documents button, the user is navigated to the Pay Filing Fee page, with a green banner indicating that the case was created.

Test Cases 53 - 58 are for Businesses

53) Petitioner creates a case for a business, Selects that they would like to auto-generate the petition; Petitioner information page displays data correctly, receives validation error if they do not fill out required fields.

Log in as a Petitioner
Click Start a case and then I'm ready to start
For Petitioner information, select Business but do not select anything in the next radio buttons to indicate the type of business
Click Next

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation indicating a selection is required.

54) User selects Corporation from the bulleted list of business types; Corporation data fields display correctly; Clicks Next without filling in the data for the Corporation; Receives validation error.

Continuing from the previous test
Select Corporation from the bulleted list

Part 1 Expected Results:

[x] NEW FUNCTIONALITY - Additional fields should display, including Business name, In care of, Country (has radio buttons) Mailing address, City, State, Zip, Place of Business, and phone number
[x] NEW FUNCTIONALITY - Section displays for Corporate Disclosure Statement
[x] NEW FUNCTIONALITY - Clicking on the link for the Corporate Disclosure Statement navigates the user to the correct form on the USTC website
[x] NEW FUNCTIONALITY - Clicking on the Rules link navigates the user to the correct form on the USTC website

Part 2

Click Next without adding in any data or uploading any document

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation error messages for each of the required fields

55) User completes the data for a corporation and uploads a CDS document, continues through the workflow, data is displayed appropriately on the Review page and auto-generated PDF.

Continuing from the previous test
Fill in the required fields for the business
Upload a PDF for the Corporate Disclosure Statement
Click Next
User should be navigated through the rest of the screens appropriately (IRS, STIN, Case Procedure)
Review the Review and Submit Case page and the generated PDF.

Expected Results:

[x] NEW FUNCTIONALITY - The Corporation/In Care of information is displayed correctly on the review page
[x] NEW FUNCTIONALITY - The Party type is displayed correctly on the review page (Corporation)
[x] NEW FUNCTIONALITY - The auto-generated document displays the correct information about the Corporation and In Care of (including the caption at the top of the PDF and in the Contact information section). Auto generated document also includes the CDS in the "You have included the following items with this Petition" section.
[x] NEW FUNCTIONALITY - There should not be anything related to "register email" on the PDF or on the review screen
[x] NEW FUNCTIONALITY - If there was no Place of Business entered, the PDF and the review page displays nothing
[x] NEW FUNCTIONALITY - If there was a Place of Business, the PDF and the review page spell out the value listed. ~~- [ ] NEW FUNCTIONALITY - There is a "Draft" watermark on the document preview.~~
[x] NEW FUNCTIONALITY - After clicking the Review and submit documents button, the user is navigated to the Pay Filing Fee page, with a green banner indicating that the case was created.

56) Petitioner files a petition on behalf of a business, uploads a document that is out of compliance for the CDS, receives error upon submittal to the USTC.

Log in as a Petitioner
Click Start a Case
Go through the workflow, but on the step where you will be uploading a CDS, upload a document that is encrypted.
Continue through the workflow
Attempt to submit the petition

Expected Results:

[x] User receives the Your Request could not be completed error message indicating that their document is not in compliance.
[x] Upon upload of a compliant document, the petition is submitted successfully.

*Repeat this test but be sure that you also attempt to upload a corrupt document and a non-pdf file. You should receive the error as above.

57) Repeat tests 53-56, but instead select different Business types.

Select Partnership (as the Tax Matters Partner)

Expected Results:

[x] NEW FUNCTIONALITY - All tests above pass, but display the Partnership Name and the Tax Matters Partner Name instead of Corporation in DAWSON and on the autogenerated PDF
Select Partnership (as a partner other than Tax Matters Partner)

Expected Results:

[x] NEW FUNCTIONALITY - All tests above pass, but display the Business Name and the Name of Partner instead of Corporation in DAWSON and on the autogenerated PDF
Select Partnership (as a partnership representative under BBA)

Expected Results:

[x] NEW FUNCTIONALITY - All tests above pass, but display the Business Name and the Partnership representative name instead of Corporation in DAWSON and on the autogenerated PDF

58) Repeat tests 53-57, but instead upload a Petition instead of auto-generating the document.

Log in as a Petitioner
Start a case
Be sure that you select that you would like to upload a petition
Go through test cases 53-57

Expected Results:

[x] NEW FUNCTIONALITY - Case can be submitted successfully, data on the review page reflects the information correctly.

**Test Cases 59 - 63 are for Other/Estate or trust

59) Petitioner creates a case for Other, Selects that they would like to auto-generate the petition; Petitioner information page displays data correctly, receives validation error if they do not fill out required fields.

Log in as a Petitioner
Click Start a case and then I'm ready to start
For Petitioner information, select Other but do not select anything in the next radio buttons to indicate the type of Other Petitioner
Select that you would like the Petition generated for you and add in some data. Click Next
Click Next

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation indicating a selection is required.

60) User selects estate or trust from the bulleted list of Other types; Estate or trust data fields display correctly; Clicks Next without selecting the type of Estate of Trust; Receives validation error.

Continuing from the previous test
Select Estate or Trust from the bulleted list

Part 1 Expected Results:

[x] NEW FUNCTIONALITY - Additional Bullets should display

Part 2

Click next without making a selection

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation indicating a selection is required.

Part 3

Select Estate with an executor/personal representative/fiduciary/etc.

Expected Results:

[x] NEW FUNCTIONALITY - Additional fields should display, including Full name of decedent, Full name of executor/personal representative, etc., Title, Country (has radio buttons) Mailing address, City, State, Zip, Place of Legal residence, and phone number

Part 4

Click Next without adding in any data or uploading any document

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation error messages for each of the required fields

61) User completes the data for a Other/Estate or trust/with an executor, Continues through the workflow, data is displayed appropriately on the Review page and auto-generated PDF.

Continuing from the previous test
Fill in the required fields for the Estate or trust
Click Next
User should be navigated through the rest of the screens appropriately (IRS, STIN, Case Procedure)
Review the Review and Submit Case page and the generated PDF.

Expected Results:

[x] NEW FUNCTIONALITY - The name of Decedent and name of executor is displayed correctly on the review page
[x] NEW FUNCTIONALITY - The Party type is displayed correctly on the review page (Estate with Executor /personal representative/fiduciary/etc.)
[x] NEW FUNCTIONALITY - The auto-generated document displays the correct information about the Name of Decedent and Name of executor info
[x] NEW FUNCTIONALITY - There should not be anything related to "register email" on the PDF or on the review screen
[x] NEW FUNCTIONALITY - If there was no Place of legal residence entered for either Decedent/Executor, the PDF and the review page displays nothing
[x] NEW FUNCTIONALITY - If there was a Place of legal residence, the PDF and the review page spell out the value listed. ~~- [ ] NEW FUNCTIONALITY - There is a "Draft" watermark on the document preview.~~
[x] NEW FUNCTIONALITY - After clicking the Review and submit documents button, the user is navigated to the Pay Filing Fee page, with a green banner indicating that the case was created.

62) Repeat tests 59-61, but instead select different "Other" types

Select "An Estate or Trust" and then "Estate without an executor/personal representative/fiduciary/etc."

Expected Results:

[x] NEW FUNCTIONALITY - All tests above pass, but display the "In Care of" field instead of Full name of executor/personal representative, etc. and Title in DAWSON and on the autogenerated PDF
Select "An Estate or Trust" and then "Trust"

Expected Results:

[x] NEW FUNCTIONALITY - All tests above pass, but display the "Name of trust and Name of trustee" fields instead of Full name of executor/personal representative, etc. and Title in DAWSON and on the autogenerated PDF

63) Repeat tests 59-62, but instead upload a Petition instead of auto-generating the document.

Log in as a Petitioner
Start a case
Be sure that you select that you would like to upload a petition
Go through test cases 59-62

Expected Results:

[x] NEW FUNCTIONALITY - Case can be submitted successfully, data on the review page reflects the information correctly.

Test Cases 64 - 67 are for Other/A minor or legally incompetent person

64) User selects A minor or legally incompetent person from the bulleted list of Other types; fields display correctly; Clicks Next without selecting the type of role, Receives validation error.

Select A minor or legally incompetent person

Part 1 Expected Results:

[x] NEW FUNCTIONALITY - Additional Bullets should display for "What is your role in filing for this minor or legally incompetent person?"

Part 2

Click next without making a selection

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation indicating a selection is required.

Part 3

Select Conservator

Expected Results:

[x] NEW FUNCTIONALITY - Additional fields should display, including Full name of taxpayer, Full name of conservator, Country (has radio buttons) Mailing address, City, State, Zip, Place of Legal residence, and phone number

Part 4

Click Next without adding in any data

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation error messages for each of the required fields

65) User completes the data for a Conservator, continues through the workflow, data is displayed appropriately on the Review page and auto-generated PDF.

Continuing from the previous test
Fill in the required fields for the Conservator
Click Next
User should be navigated through the rest of the screens appropriately (IRS, STIN, Case Procedure)
Review the Review and Submit Case page and the generated PDF.

Expected Results:

[x] NEW FUNCTIONALITY - The Full name of taxpayer and Full name of conservator is displayed correctly on the review page
[x] NEW FUNCTIONALITY - The Party type is displayed correctly on the review page (Conservator)
[x] NEW FUNCTIONALITY - The auto-generated document displays the correct information about the Name of Taxpayer and Name of Conservator in the caption
[x] NEW FUNCTIONALITY - There should not be anything related to "register email" on the PDF or on the review screen
[x] NEW FUNCTIONALITY - If there was no Place of legal residence entered for the conservator, the PDF and the review page displays nothing
[x] NEW FUNCTIONALITY - If there was a Place of legal residence, the PDF and the review page spell out the value listed. ~~- [ ] NEW FUNCTIONALITY - There is a "Draft" watermark on the document preview.~~
[x] NEW FUNCTIONALITY - After clicking the Review and submit documents button, the user is navigated to the Pay Filing Fee page, with a green banner indicating that the case was created.

66) Repeat tests 64-65, but instead select different "Other/A minor or legally incompetent person" types

Select "Other" and then "Guardian"

Expected Results:

[x] NEW FUNCTIONALITY - All tests above pass, but display the "Full name of guardian" field instead of Full name of conservator, etc. in DAWSON and on the autogenerated PDF in the case caption
Select "Other" and then "Custodian"

Expected Results:

[x] NEW FUNCTIONALITY - All tests above pass, but display the "Full name of custodian" field instead of Full name of conservator in DAWSON and on the autogenerated PDF in the case caption
Select "Other" and then "Next friend for a minor (without a guardian, conservator or other like fiduciary"

Expected Results:

[x] NEW FUNCTIONALITY - All tests above pass, but display the "Full name of minor" and "Full name of next friend" instead of Full name taxpayer and Full name of conservator in DAWSON and on the autogenerated PDF in the case caption
Select "Other" and then "Next friend for a legally incompetent person (without a guardian, conservator, or other like fiduciary"

Expected Results:

[x] NEW FUNCTIONALITY - All tests above pass, but display the "Full name of legally incompetent person" and "Full name of next friend" field instead of Full name taxpayer and Full name of conservator in DAWSON and on the autogenerated PDF in the case caption

67) Repeat tests 64-66, but instead upload a Petition instead of auto-generating the document.

Log in as a Petitioner
Start a case
Be sure that you select that you would like to upload a petition
Go through test cases 64-66

Expected Results:

[x] NEW FUNCTIONALITY - Case can be submitted successfully, data on the review page reflects the information correctly.

Test Cases 68 - 70 are for Other/Donor

68) User selects Donor from the bulleted list of Other types; fields display correctly; Clicks Next without adding any data, Receives validation error.

Part 1

Select Donor

Expected Results:

[x] NEW FUNCTIONALITY - Additional data fields display for Donor including Full Name of Petitioner, Country (has radio buttons) Mailing address, City, State, Zip, Place of Legal residence, and phone number

Part 2

Click next without adding in any data

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation error messages for each of the required fields

69) User completes the data for a Donor, continues through the workflow, data is displayed appropriately on the Review page and auto-generated PDF.

Continuing from the previous test
Fill in the required fields for the Donor
Click Next
User should be navigated through the rest of the screens appropriately (IRS, STIN, Case Procedure)
Review the Review and Submit Case page and the generated PDF.

Expected Results:

[x] NEW FUNCTIONALITY - The Full name of petitioner is displayed correctly on the review page
[x] NEW FUNCTIONALITY - The Party type is displayed correctly on the review page (Donor)
[x] NEW FUNCTIONALITY - The auto-generated document displays the correct information about the full name of petitioner in the caption
[x] NEW FUNCTIONALITY - There should not be anything related to "register email" on the PDF or on the review screen
[x] NEW FUNCTIONALITY - If there was no Place of legal residence entered for the Donor, the PDF and the review page displays nothing
[x] NEW FUNCTIONALITY - If there was a Place of legal residence, the PDF and the review page spell out the value listed. ~~- [ ] NEW FUNCTIONALITY - There is a "Draft" watermark on the document preview.~~
[x] NEW FUNCTIONALITY - After clicking the Review and submit documents button, the user is navigated to the Pay Filing Fee page, with a green banner indicating that the case was created.

70) Repeat tests 68-69, but instead upload a Petition instead of auto-generating the document.

Log in as a Petitioner
Start a case
Be sure that you select that you would like to upload a petition
Go through test cases 68-69

Expected Results:

[x] NEW FUNCTIONALITY - Case can be submitted successfully, data on the review page reflects the information correctly.

Test Cases 71 - 73 are for Other/Transferee

71) User selects Transferee from the bulleted list of Other types; fields display correctly; Clicks Next without adding any data, Receives validation error.

Part 1

Select Transferee

Expected Results:

[x] NEW FUNCTIONALITY - Additional data fields display for Transferee including Full Name of Petitioner, Country (has radio buttons) Mailing address, City, State, Zip, Place of Legal residence, and phone number

Part 2

Click next without adding in any data

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation error messages for each of the required fields

72) User completes the data for a Transferee, Continues through the workflow, data is displayed appropriately on the Review page and auto-generated PDF.

Continuing from the previous test
Fill in the required fields for the Transferee
Click Next
User should be navigated through the rest of the screens appropriately (IRS, STIN, Case Procedure)
Review the Review and Submit Case page and the generated PDF.

Expected Results:

[x] NEW FUNCTIONALITY - The Full name of petitioner is displayed correctly on the review page
[x] NEW FUNCTIONALITY - The Party type is displayed correctly on the review page (Transferee)
x ] NEW FUNCTIONALITY - The auto-generated document displays the correct information about the full name of petitioner in the caption
[x] NEW FUNCTIONALITY - There should not be anything related to "register email" on the PDF or on the review screen
[x] NEW FUNCTIONALITY - If there was no Place of legal residence entered for the Donor, the PDF and the review page displays nothing
[x] NEW FUNCTIONALITY - If there was a Place of legal residence, the PDF and the review page spell out the value listed. ~~- [ ] NEW FUNCTIONALITY - There is a "Draft" watermark on the document preview.~~
[x] NEW FUNCTIONALITY - After clicking the Review and submit documents button, the user is navigated to the Pay Filing Fee page, with a green banner indicating that the case was created.

73) Repeat tests 71-72, but instead upload a Petition instead of auto-generating the document.

Log in as a Petitioner
Start a case
Be sure that you select that you would like to upload a petition
Go through test cases 71-72

Expected Results:

[x] NEW FUNCTIONALITY - Case can be submitted successfully, data on the review page reflects the information correctly.

Test Cases 74 - 76 are for Other/Deceased Spouse

74) User selects Deceased Spouse from the bulleted list of Other types; fields display correctly; Clicks Next without adding any data, Receives validation error.

Part 1

Select Deceased Spouse

Expected Results:

[x] NEW FUNCTIONALITY - Additional data fields display for Deceased Spouse including Full Name of deceased spouse, Full name of surviving spouse, Country (has radio buttons) Mailing address, City, State, Zip, Place of Legal residence, and phone number

Part 2

Click next without adding in any data

Expected Results:

[x] NEW FUNCTIONALITY - User receives appropriate validation error messages for each of the required fields

75) User completes the data for a Deceased spouse, continues through the workflow, data is displayed appropriately on the Review page and auto-generated PDF.

Continuing from the previous test
Fill in the required fields for the Deceased spouse
Click Next
User should be navigated through the rest of the screens appropriately (IRS, STIN, Case Procedure)
Review the Review and Submit Case page and the generated PDF.

Expected Results:

[x] NEW FUNCTIONALITY - The Full name of deceased spouse and full name of surviving spouse is displayed correctly on the review page
[x] NEW FUNCTIONALITY - The Party type is displayed correctly on the review page (Deceased Spouse)
[x] NEW FUNCTIONALITY - The auto-generated document displays the correct information about the full name of deceased spouse and full name of surviving spouse in the caption
[x] NEW FUNCTIONALITY - There should not be anything related to "register email" on the PDF or on the review screen
[x] NEW FUNCTIONALITY - If there was no Place of legal residence entered for the Donor, the PDF and the review page displays nothing
[x] NEW FUNCTIONALITY - If there was a Place of legal residence, the PDF and the review page spell out the value listed. ~~- [ ] NEW FUNCTIONALITY - There is a "Draft" watermark on the document preview.~~
[x] NEW FUNCTIONALITY - After clicking the Review and submit documents button, the user is navigated to the Pay Filing Fee page, with a green banner indicating that the case was created.

76) Repeat tests 74-75, but instead upload a Petition instead of auto-generating the document.

Log in as a Petitioner
Start a case
Be sure that you select that you would like to upload a petition
Go through test cases 74-75

Expected Results:

[x] NEW FUNCTIONALITY - Case can be submitted successfully, data on the review page reflects the information correctly.

Test Case 77 is for the Auto-Generated PDF

77) Auto-Generated PDF matches mockups

Review all of the autogenerated petitions from the previous test cases

Expected Results:

[x] NEW FUNCTIONALITY - Auto-generated PDF's match the mockups, data is represented correctly per the selections made/data added in the UI.
[x] NEW FUNCTIONALITY - Coversheet data on the auto-generated PDF is created/displays normal data

78) Test all workflows on Mobile

[x] NEW FUNCTIONALITY - External users can do all of the workflows described above on a mobile device
[x] NEW FUNCTIONALITY - Screens are readable, and user experience is good
[x] NEW FUNCTIONALITY - Tests pass on both iOS and Android

79) Test all workflows on other Browsers:

[x] NEW FUNCTIONALITY - User can complete all the workflows described above on a FireFox Browser, Chrome, Edge, and Safari

80) Petitions clerk QC's a Petition that was auto-generated; Clerk can review and QC the document as per normal.

Log in as a Petitions Clerk
Click on the Document QC Tab
Scroll down and find the cases that were created during the testing above, and select a docket number of a case that has an auto-generated Petition
Click on the Petition link

Expected Results:

[x] NEW FUNCTIONALITY - On the Add Documents section, the Petition tab displays the auto-generated Petition document. ~~There is no "Draft" watermark present on submitted Petition.~~
[x] NEW FUNCTIONALITY - Petitions clerk can save/download and use the document viewing tools as per normal
[x] NEW FUNCTIONALITY - There is a coversheet on the auto-generated petition document that displays the case caption and other information correctly
[x] NEW FUNCTIONALITY - If the petitioner included an IRS notice, there is a document on the ATP tab
[x] NEW FUNCTIONALITY - The STIN is available for viewing on the STIN Tab

Repeat this test with a Case Services Supervisor and Clerk of the Court role Repeat this test with all of the different party types and permutations of the auto-generated PDF (ex: with/without IRS notices, with/without CDS, with/without place of legal address, with/without registering email, lots of IRS notice info added, lots of complaints as to why petitioner is filing a case against IRS, etc.)

81) Petitions clerk completes the QC of a Petition that was auto-generated; Documents are served as per normal to the IRS/Petitioner

Part1

Continuing from the previous test
Ensure all of the required fields are added
Click the Review petition button
Review the information on the Review and Serve Petition screen.

Expected Results:

[x] NEW FUNCTIONALITY - Petitioner information is reflected appropriately (Per the different party types)
[x] NEW FUNCTIONALITY - Clicking on the Petition link opens the document preview of the auto-generated PDF
[x] NEW FUNCTIONALITY - All other data is displayed as per normal

Part 2 Click the Serve to IRS button

Expected Results:

[x] NEW FUNCTIONALITY - Service is sent as per normal (Verify by checking the database logs)
[x] NEW FUNCTIONALITY - Petitions clerk receives green success banner
[x] NEW FUNCTIONALITY - Petitions clerk can navigate back to the case docket record and click on the auto-generated Petition and can view it as per normal
[x] NEW FUNCTIONALITY - Auto-generated Petition obeys all existing visibility rules.
[x] NEW FUNCTIONALITY - If Orders were auto-generated, these function as per normal

Repeat this test with a Case Services Supervisor and Clerk of the Court role Repeat this test with all of the different party types and permutations of the auto-generated PDF (ex: with/without IRS notices, with/without CDS, with/without place of legal address, with/without registering email, lots of IRS notice info added, lots of complaints as to why petitioner is filing a case against IRS, etc.)

81) Petitions clerk can QC petitions that were uploaded as per normal as well as Petitions that were filed prior to the release of this story.

This is a regression test
Log in as a Petitions Clerk
Click on the Document QC Tab
Scroll down and find the cases that were created during the testing above, and select a docket number of a case that has an uploaded petition
Click on the Petition link

Expected Results:

[x] Petitions clerk can QC the Petition as per normal.
[x] Regression test that Petitions clerks can QC Petitions that were submitted electronically and Paper petitions that were in progress prior to the release of this story.

82) Other Regression tests

[x] Docket clerk/CSS/Cotc can seal an auto-generated Petition as per normal
[x] Docket clerk/CSS/Cotc can edit the metadata about an auto-generated Petition as per normal
[x] Private practitioners workflow is still the old workflow? (Devs?)

Some Open Questions - Will be getting answers ASAP

Get rid of Place of Legal Residence for Business Petitioner types? See test case 54 and 55

ttlenard commented 8 months ago

Note: We do have a question to the Court that we are awaiting a response for.

For Business types of Petitioners, what is the appropriate field label for "Place of Legal Residence"?

We do know that "Residence" is NOT appropriate and we are awaiting a response for the correct terminology.

ttlenard commented 7 months ago

[x] @TomElliottFlexion @cruzjone-flexion @nechama-krigsman

Update: I heard back from the Court. They would like "Place of business" to replace the "Place of legal residence" for Business types of petitioners.

swongCO commented 7 months ago

Update: for an estate with an executor/personal rep etc., the Title field will be required. This is a change to the current behavior. Display the appropriate validation message if the field is empty.

swongCO commented 6 months ago

UX feedback on exp5

Overall

[x] 1. Remove alert banner at top for all steps and implement focus on first error that Tom started
[x] 2. Haven’t tested mobile yet so feedback for this TBD
[x] 3. Haven’t tested all permutations of petitioner info
[x] 4. Cancel btn isn't working yet
[x] 5. There is no live validation for the pdf upload component - error persists after a file is selected
[x] 6. Steps 5 and up to come

Questions

[x] 1. New USWDS single file upload component - is this out of scope? Yes?
[x] 2. Navigating to previous steps in stepper - can this be done as part of this? Separate card?

No cases dashboard

[x] 1. Remove first link in taxpayer tools
[x] 2. Remove card with other ways to file

Start page

[x] 1. Step 3 link is incorrect
[x] 2. Print page btn is missing
[x] 3. Add pdf icon on the CDS link
[x] 4. Reduce padding between accordions (20px in mockup)

Step 1

[x] 1. remove padding between petition form link and the sentence above it
[x] 2. add padding between petition form link and the section below it
[x] 3. Remove period at the end of the pdf validation error

Step 2

[x] 1. Add padding between last radio btn and Full name (same as between form fields)
[x] 2. Add “Mailing” to address lines 2 and 3
[x] 3. State and legal residence dropdown - let’s match what Kaitlyn did in the DD (only states and other as categories) https://app.zenhub.com/workspaces/flexionef-cms-5bbe4bed4b5806bc2bec65d3/issues/gh/flexion/ef-cms/10284

Step 3

[x] 1. Add Passport to dropdown list of topics
[x] 2. Redaction text - add “before” after acknowledge

Step 4

[x] 1. For small cases, show these states as unavailalbe: DE, NH, NJ, RI.
[x] 2. Error message - add “preferred” before trial

swongCO commented 6 months ago

UX feedback cont'd

Step 5 No changes except for the persisting error message after a pdf has been selected

Step 6

[x] 1. Add label “Petition Preview” above pdf preview pane
[x] 2. Links should open in a new tab and not in the pdf preview pane or the modal
[x] 3. Spell out the state in legal residence
[x] 4. I uploaded a password protected pdf and it didn’t flag it - not functional yet?
[x] 5. Upload flow is not working

Step 6 PDF

[x] 1. Can the text for reason and fact be indented to left align with the first sentence (see mockup)?
[x] 2. Bold “You have included the following…” and remove padding underneath
[x] 3. Remove extra padding above ptr’s contact info to match padding of other paragraphs
[x] 4. Spell out state in legal residence
[x] 5. Add space after Register for e-service label
[x] 6. Display “C/O:” before second name when in care of is filled out
[x] 7. For Estate with an executor/personal representative/fiduciary/etc., display title (it’s a required field)

Step 7

[x] 1. Put docket number and case caption into header (where Create a Case is)
[x] 2. Reduce padding between the accordions to match what was done on the start page
[x] 3. Add link for Application for Waiver of Filing Fee

swongCO commented 6 months ago

UX feedback for mobile experience

Overall

[x] Tapping next or back should navigate to the top of the page - it’s staying at the bottom on Next and part way down on Back

Start page
[x] increase line height of the text in accordion headers (match the paragraphs)
[x] can we decrease the padding to the left of +/- icons so more words can fit on one line (ex. “Are you filing for a business?” would ideally be on one line)?

Screenshot 2024-05-20 at 11.04.30 AM.png

Step 1 - auto generate flow

[x] left align Add another reason/fact links
[x] right align Remove link to right side of text box

Step 2

[x] Country radios - international is wrapping; radios should stack KNOWN ISSUE (made a DD)
[x] For businesses, change Place of legal residende to Place of business
[x] Got an error for Place of legal residence/business - this is not a required field so no validation is needed

Step 3

[x] additional IRS notice titles are wrapping onto 3 lines - title should display on one line; right align Remove link and remove excess padding on the left

Screenshot 2024-05-20 at 11.44.06 AM.png

Step 4

[x] Case procedure radios - second radio btn text is wrapping - is this the same issue as the country radios in step 2? Should this be part of the same DD?

Step 6

[x] Remove extra padding above intro paragraph - can we match the other steps?
[x] Btn text is different - should be Submit Documents & Create Case

Step 7

[x] increase line height of the text in accordion headers (match the paragraphs)
[x] can we decrease the padding to the left of +/- so more words can fit on one line?

nechama-krigsman commented 6 months ago

[x] Bug: On step 3, user cannot change an IRS notice once uploading.

katiecissell commented 6 months ago

[x] Bug on step 3, the last two notice types are triggering validation when they should not be.

katiecissell commented 6 months ago

[x] Bug on step 2, validation message is not displaying for zip code.

katiecissell commented 6 months ago

[x] UX Design tweak: Button should say "Submit Documents & Create Case" rather than submit your filing

katiecissell commented 6 months ago

[x] For Chris/QC clerks, Should we display tax year or period for which notice was issued in the QC process? If not, we should probably remove that field? It was decided that the QC process should not be changed but keep the inputs in the petition flow

katiecissell commented 6 months ago

[x] When you log in as a private practitioner, you're currently getting the new petition flow and that should not be happening because they will have different text than the petitioner. So it should not have any of the new stuff for practitioners.

swongCO commented 6 months ago

UX feedback on test

Create a case

[x] don’t need to show modal if user clicks Cancel; return to previous page (My cases or no cases)

Step 2

[x] place of legal residence/business should not display validation since it’s not a required field
[x] international form is missing validation for some fields

Step 6

[x] reduce spacing between doc links and labels (see markup below)
[x] pdf is not displaying info for multiple notices, only the first one

Step 7

[x] suffix isn’t displayed as part of the docket number in the success banner

ttlenard commented 6 months ago

When you click Print this Page:

You get an option to either print or save it as a PDF. When saving as a PDF, the document is not passing accessibility tests. Screen readers cannot read it.

[x] Print this page document passes accessibility tests and can be read by a screen reader.

nechama-krigsman commented 6 months ago

[x] BUG: When selecting Myself and Spouse as filing type, the secondary address fields has phone as optional. When submitting the petition, it shows a validation error that phone is required.

ttlenard commented 6 months ago

[x] When a Petitioner uploads a PDF for their Petition, display the file name that the user uploaded, not the "Preview in full screen" text.
[x] Question, is there a reason why there is additional space in the spouse's address/phone section compared to Petitioner?
[x] Please include the spouse's email address on the review screen when they indicate that they would like to register for eService/Filing.

nechama-krigsman commented 6 months ago

[x] Bug: When choosing "Other" for place of legal residence/business, validation error is thrown.

ttlenard commented 6 months ago

[x] When a user indicates that they received an IRS notice, it is not required that they upload a document. If the user doesn't upload a document, it doesn't really make sense that they would have to check the redaction acknowledgement checkbox if they didn't upload any documents. Wondering how difficult it would be to change this up so that the redaction checkbox only displays if they upload a document? We'd have to account for multiple IRS notices if we change up the validation.
[x] I also noticed that the tab at the top of the page says "UPDATED". Can we get rid of that?

ttlenard commented 6 months ago

[x] Per the Figma designs, I thought that the Petition preview section wasn't going to have any of the "document editing" types of options at the top? I think we were modeling the preview to look like the stamp workflow?
[x] Should we wrap long file names so that they don't overlap other text in the cards on the review page?

ttlenard commented 6 months ago

[x] Looks like we have a 1000 Character limit on the Reasons/Facts fields. We need to have more characters available. Maybe we can start off the character limit to match what we did for case notes? Notes is currently at 9000 Character limit.
[x] I also notice that a user can drag the text box way over to the right, and then the only way to get it back into view is to zoom out your page so that you can grab it and move it back. UX indicated that there is already a design debt card for this. I'd be ok with waiting to fix this in the design debt card or with this story. Dev Discretion.

ttlenard commented 6 months ago

[x] Looks like we need to remove the text "from this petition," in the Privacy Notice section of the generated PDF. In looking at the mocks of the PDF document, this text was removed in the version "No IRS docs, long facts/disagreements", but remained in the other versions of the PDF. UX is going to get this updated in Figma.

This is what it should be:

ttlenard commented 6 months ago

[x] I noticed that some updates were made to the spacing on the review page for the IRS notice and the STIN. Might want to do the same for the Corporate Disclosure statement?
[x] Remove the bold "C/O:" text and make sure that this is in lowercase "c/o" (and without the colon) in the PDF. This will make things consistent with how we are displaying "c/o" in DAWSON.

ttlenard commented 6 months ago

[x] Is there a reason why the only thing that is linked on this page is the docket number rather than the entire Header like we do everywhere else in DAWSON? Any chance we can update this to make it more consistent with the look and feel elsewhere in DAWSON?

Here is what it looks like on Step 7:

Here is what it looks like any other time in DAWSON:

ttlenard commented 6 months ago

[x] Petitions clerk QC's a Petition that was auto-generated for the user. In this scenario, the petitioner was a business. Looks like the in care of information didn't come over in the QC fields for the Petitions clerk:

swongCO commented 6 months ago

Test feedback

Screenshot 2024-06-05 at 11.16.14 AM.png

[x] the email link isn't working
[x] capitalize the second c in Create a case
[x] the modal isn't needed on the Create a case page - no inputs have been made so it's safe to return the user back to the home page without confirming
[x] let's add this modal to all the steps that have the Cancel btn
[x] international addresses - change the validation to "Enter postal code"
[x] upload flow - the petition link doesn't work (nothing happens when clicked)
[x] remove the icon at the end
[x] pdf - remove "this petition,"
[x] pdf - c/o info is missing in the petitioner contact
[x] spacing under petitioner contact info label doesn't match the spacing under other labels
[x] remove the extra space under the petitioner's name
[x] place of legal residence - display "N/A" when none is selected

swongCO commented 6 months ago

Mobile test feedback (on my iphone 15)

Create a case page (apply changes to all screen sizes):

[x] Make the first bullet under number 1 a paragraph
[x] Convert the outline bullets into regular bullets like in the other numbers

[x] Add padding to the left of the +/- icons so the accordion text isn't running into it

Review page

[x] Wrap text inside of the card - happening with email but could happen to other inputs

[x] Make the padding between btns consistent - match the spacing between the secondary btn and Cancel

[ ] ~~When the pdf opens in a new tab, it is not displaying the full width to fit inside the screen (it's cutting off on the right)~~

Petitioner info page

[ ] For the phone number, only the numerical keyboard is displayed so I'm unable to type in "N/A" - it did accept 0 as an input NO ACTION NEEDED AT THIS TIME; DOCUMENTED FOR DISCUSSION

cholly75 commented 5 months ago

[x] We need to include a text field for each IRS Notice added for the petitioner to write in the city/state of the IRS office that issued the notice. This information should be present on the final output of the petition generator but does not need to be included as part of petition QC data capture.

ttlenard commented 5 months ago

Testing feedback:

[x] Looks like the Print this page pdf lost some of the formatting? I'm seeing the gray header again.
[x] Looks like the long file names are not wrapping on the Review page still
[ ] Can we add in some additional formatting for the generated PDF? It's hard to tell where each new reason or fact begins. Maybe the letters are more pronounced with bolding? Maybe there are some spaces between the letters? I see in the mockup that the letters stand out more with the text indented. Maybe just by doing this it will help it stand out more?

ttlenard commented 5 months ago

Testing Feedback:

[x] Petititioner and Spouse case: When Place of legal Residence field is added to the main Petitioner, and the Spouse left the field blank, the data from the Petitioner is populating for Spouse as well:
[x] Petitioner and Spouse case: When Place of legal Residence field is added to the Spouse, and the Petitioner left the field blank, no data is displaying for Spouse.
[x] Petitioner and Spouse Case: When Petitioner and Spouse both have different states listed for Place of Legal Residence, DAWSON only displays the Place of legal residence input for Petitioner:

ttlenard commented 5 months ago

Testing Feedback:

[x] Update the text on Step 7 so that it is consistent with the text on the Case information page and My Cases page. Can we get the Figma mocks updated as well? @swong. Thanks!

Case Information Page:

Step 7 - Proposed text:

ttlenard commented 5 months ago

Testing Feedback:

[x] Petitioner and Deceased Spouse Case: Remove the bold "C/O:" text and make sure that this is in lowercase "c/o" (and without the colon) in the PDF. This will make things consistent with how we are displaying "c/o" in DAWSON.

cholly75 commented 5 months ago

Walkthrough feedback:

[x] Steps 1/2: Switch Petitioner and Petition steps in the flow so that Petitioner information is entered first
[x] Step 3: Re-order Type of Notice/Case dropdown menu when "Yes" is selected:
- Notice of Deficiency
- Notice of Determination Concerning Collection Action
- Other
- The rest of 'em alphabetically
[x] Step 3: Add value to Type of Notice/Case dropdown menu when "No" is selected:
- Deficiency
[x] Step 6: Remove PDF preview
[x] Step 6: Show entered information on series of cards
[x] Step 6: "Edit" link on each card that navigates user back to in-state step of the flow

Additional changes to copy text expected, will document when received.

cruzjone-flexion commented 5 months ago

Regarding

Step 3: Re-order Type of Notice/Case dropdown menu when "Yes" is selected:
- Notice of Deficiency
- Notice of Determination Concerning Collection Action
- Other
- The rest of 'em alphabetically
Step 3: Add value to Type of Notice/Case dropdown menu when "No" is selected:
- Deficiency

These changes will also be available in the OLD petition flow (discussed with Chris Holly).

swongCO commented 5 months ago

Test feedback

Create a case page

[x] the print pdf doesn’t have the accordion header

Step 1

[x] Switching from US to Intl doesn’t clear out form fields if filled out for US
[x] Ptr and spouse - uncheck the Use same address box for spouse; the intl radio btn isn’t selectable by mouse or keyboard; applies if spouse is alive or deceased
[x] The selectable area of radio btns extends far beyond the content of the radio btn - this is a known issue; can this be fixed as part of this story? Please advise.

Mobile

[x] There is excess spacing under the primary btn - let's reduce that by half:

[x] Reduce the spacing between the three btns to match what's on the Create a case page:

[x] I'm still seeing the text in the accordions running close into the +/- icons. The mobile simulator looks fine but on my iphone 15 it's not. Can we add a bit more padding on the left of the icons:

swongCO commented 5 months ago

Mobile test feedback (iphone 15)

Step 2

[x] Validation has the vertical red line on the left whereas it doesn’t appear in any other validation - remove for both fields

Step 3

[x] Add padding above Add another IRS notice link (match what’s on Facts and Reasons components)

swongCO commented 5 months ago

Step 3

[x] City and state of issuing office label - put on one line

ttlenard commented 5 months ago

[x] Text updates

Petition Wizard Markup with JES comments_TL.pdf

nechama-krigsman commented 5 months ago

[x] Bug: Styling looks off on the cancel modal

nechama-krigsman commented 5 months ago

[x] Bug: When toggling the yes/no buttons for has IRS notice on step 3, we need to clear out any data that was inputted. I noticed this when choosing yes for an IRS notice, uploading a notice and then switching to choose no for IRS notice. The next button is disabled since we didnt clear out the uploaded file and its expecting the redaction acknowledgment checkbox to be checked.
[x] Limit IRS notices to 5

swongCO commented 5 months ago

[x] Capitalize petition in the first bullet to be consistent

[x] Add "Number" after Statement of Taxpayer Identification in the blue banner

Screenshot 2024-06-20 at 11.12.55 AM.png

Petitioner info on review page

[x] BUG? Place of legal residence isn't displaying - it was displaying yesterday
[x] When there is a place of legal residence (whether or not it's the same for both petitioner and spouse), it doesn't display in the spouse's contact info
[x] Add place of legal residence under Register for eservice for spouse
[x] Remove extra line break above spouse's phone number
[x] Add spouse's email address under phone number
[x] Remove petitioner's email under phone number (it's already displayed under Service email)

[x] Checkboxes have a wide selectable area - reduce like with bullets

Generated pdf

[ ] ~~Add the docket number to the petition (it's on the cover sheet)~~
[x] Remove Docket No. line from pdf per Chris 6/25
[x] Update no. 2 to include the city and state of issuing office (see pdf mockup)
[x] Indent reasons and facts (like how it displays on the review page)

Screenshot 2024-06-21 at 10.17.30 AM.png

ttlenard commented 5 months ago

[x] Found some text that needs to be removed based off the Judge's feedback PDF above:

ttlenard commented 5 months ago

[x] Found some text that needs to be adjusted based off of the Judge's Feedback PDF above:

ttlenard commented 5 months ago

[x] Found another spot that needs updating per the Judge's Feedback PDF.

ttlenard commented 5 months ago

[x] Looks like the formatting on this pop-up modal is a bit off. This is when a Petitions clerk is about to serve a Petition to the IRS:

Here it is on Test:

Here it is on staging:

ttlenard commented 5 months ago

Testing Feedback

[x] Noticed something with Petitioner and Spouse data fields. Phone number data is getting cleared out when it shouldn't be if you do the steps below:
- Select Myself and My Spouse as the Petitioner
- Fill in the stuff for petitioner 1, and then select that you spouse is alive and you have their consent.
- Fill in the spouses name and be sure that the checkbox is checked to use the same mailing address
- Add in a phone number
- Uncheck the "use same mailing address" checkbox
- re-check the checkbox
- Notice that the phone number that you entered before disappears.
- This should be fixed so that the phone number info doesn't get cleared out if you check/uncheck the box.
[x] Using the same workflow as above (petitioner and alive spouse), I noticed another thing. Place of legal residence field shouldn't be grouped with the mailing address fields.
- For petitioner 1, be sure that you add in a place of legal residence
- Be sure that the checkbox is checked to use the same mailing address
- Add in the required data and go through the workflow to generate a petition
- On the review page, notice that the petitioner 1 has the place of legal residence that you selected. Spouse also lists that same state as the place of legal residence, but this data may not be correct for the spouse. The spouse may not have the same place of legal residence as Petitioner 1.
- I think the easiest thing to do is to take the place of legal residence field out of the mailing address fields, and always display that data field for the Spouse.

ttlenard commented 5 months ago

Testing Feedback:

Disregard per UX

[ ] On the Generated PDF, can we add a bullet to the data on Question 4?

ttlenard commented 5 months ago

Testing Feedback:

[x] Update text in this alert message

swongCO commented 5 months ago

iOS mobile feedback

[x] Make spacing between each section the same (third one in screenshot is preferred)

[x] Match the spacing between notices to the above
[x] Ensure that spacing above and below the horizontal separator are the same

[x] Match the spacing as indicated to the first feedback
[ ] Can we move Procedure up to the first line when there is enough space?

[x] In landscape mode, ensure that contact info is stacking, aligned left
[x] Right align Edit link

flexion / ef-cms