View Counsel Information on Printable Docket Record (Tom)

JessicaMarine commented 3 years ago

As a public user, internal user, party to the case, or petitioner, in order to know who the counsel of record is on the case, I need to see counsel information on the printable docket record.

This has also been requested by the IRS (1/5/2021): The Service’s Office of Appeals was accustomed to being able to access petitioner counsel contact information as part of the publicly facing information in eAccess. This facilitates their ability to reach out to petitioners early in the lifecycle of a case for settlement purposes. As I understand, the outreach sometimes occurs before a case is answered or the referral from Counsel is received by Appeals.

Pre-Conditions

Parties have Counsel

Acceptance Criteria

Petitioner's Counsel's information is available on all printable docket records (internal, party, public)
Respondent's Counsel's information is available on all printable docket records (internal, party, public)
If there are no Petitioner's Counsel or Respondent's Counsel, those blocks should display "None"

Mobile Design/Considerations

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?

Notes

Tasks

[x] add Petitioner Counsel card to public printable docket record template
[x] add Respondent Counsel card to public printable docket record template
[x] internal printable docket record shows "pro se" if no private practitioner (both public and internal)
- [x] on public interactor
- [x] on internal interactor
[x] internal shows "none" if no IRS practitioner (both public and internal)
- [x] on public interactor
- [x] on internal interactor

Definition of Done (Updated 2-23-21)

Product Owner

[x] Acceptance criteria have been met and validated on the Flexion Prod env

UX

[x] Business test scenarios to meet all acceptance criteria have been written
[x] Usability has been validated
[x] Wiki has been updated (if applicable)
[ ] Story has been tested on a mobile device (for external users only)
[x] Add scenario to testing document, if applicable (https://docs.google.com/spreadsheets/d/1FUHKC_YrT-PosaWD5gRVmsDzI1HS_U-8CyMIb-qX9EA/edit?usp=sharing)

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
[x] 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)
[x] Errors in Sonarcloud are fixed https://sonarcloud.io/organizations/flexion-github/projects
[x] Lambdas include CloudWatch logging of users, inputs and outputs
[x] Interactors should validate entities before calling persistence methods
[x] Code refactored for clarity and to remove any known technical debt
[x] Rebuild entity documentation
[x] Acceptance criteria for the story has been met
[x] Deployed to the dev environment
[x] Deployed to the Court's migration environment

Review Steps
1. Finish all other DOD
2. Deploy to the dev environment
3. Engineers add Needs UX Review label
4. UX Review on dev environment (if feedback, implement and go back to step 2)
5. UX add Needs Migration Deploy label
6. Deploy to the Court's migration environment
7. Engineers go through test scenarios on Court's migration environment
8. Engineers add Needs PO Review label and move to Review/QA column
9. PO review (if feedback, implement and go back to step 2)

klohman commented 3 years ago

Printable Docket Record (Public)

With Counsel

Display card for Petitioner Counsel
Display card for Respondent Counsel
Hide Petitioner Contact Info card

WIthout Counsel

Display card for Petitioner Counsel with "Pro Se" in body
Display card for Respondent Counsel with "None" in body
Hide Petitioner Contact Info card

Internal / Parties View of Printable Docket Record

With Counsel

No changes to current UI

Without Counsel

Display card for Petitioner Counsel with "Pro Se" in body
Display card for Respondent Counsel with "None" in body
Display Petitioner Contact Info card

klohman commented 3 years ago

7470

1) Public user views Printable Docket Record for case with petitioner and respondent counsel

Go to public search
Go to case with both petitioner and respondent counsel
Click Printable Docket Record Expected results
[x] Petitioner counsel contact card displays on Printable Docket Record
[x] Respondent counsel contact card displays on Printable Docket Record
[x] Petitioner contact card does not display on Printable Docket Record

2) Public user views Printable Docket Record for case with petitioner counsel only

Go to public search
Go to case with petitioner counsel only
Click Printable Docket Record Expected results
[x] Petitioner counsel contact card displays on Printable Docket Record
[x] Respondent counsel contact card displays “None” on Printable Docket Record
[x] Petitioner contact card does not display on Printable Docket Record

3) Public user views Printable Docket Record for case with respondent counsel only

Go to public search
Go to case with respondent counsel only
Click Printable Docket Record Expected results
[x] Petitioner counsel contact card displays “Pro Se” on Printable Docket Record
[x] Respondent counsel contact card displays on Printable Docket Record
[x] Petitioner contact card does not display on Printable Docket Record

4) Public user views Printable Docket Record for case with no counsel

Go to public search
Go to case with no counsel
Click Printable Docket Record Expected results
[x] Petitioner counsel contact card displays “Pro Se” on Printable Docket Record
[x] Respondent counsel contact card displays “None” on Printable Docket Record
[x] Petitioner contact card does not display on Printable Docket Record

5) Internal user views Printable Docket Record for case with petitioner counsel only

Login as internal user
Go to case with petitioner counsel only
Click Printable Docket Record Expected results
[x] Petitioner counsel contact card displays on Printable Docket Record
[x] Respondent counsel contact card displays “None” on Printable Docket Record
[x] Petitioner contact card displays on Printable Docket Record

6) Internal user views Printable Docket Record for case with respondent counsel only

Login as internal user
Go to case with respondent counsel only
Click Printable Docket Record Expected results
[x] Petitioner counsel contact card displays “Pro Se” on Printable Docket Record
[x] Respondent counsel contact card displays on Printable Docket Record
[x] Petitioner contact card displays on Printable Docket Record

7) Internal user views Printable Docket Record for case with no counsel

Login as internal user
Go to case with no counsel
Click Printable Docket Record Expected results
[x] Petitioner counsel contact card displays “Pro Se” on Printable Docket Record
[x] Respondent counsel contact card displays “None” on Printable Docket Record
[x] Petitioner contact card displays on Printable Docket Record

8) Party user views Printable Docket Record for case with petitioner counsel only

Login as petitioner
Go to case (associated) with petitioner counsel only
Click Printable Docket Record Expected results
[x] Petitioner counsel contact card displays on Printable Docket Record
[x] Respondent counsel contact card displays “None” on Printable Docket Record
[x] Petitioner contact card displays on Printable Docket Record

6) party user views Printable Docket Record for case with respondent counsel only

Login as petitioner
Go to case (associated) with respondent counsel only
Click Printable Docket Record Expected results
[x] Petitioner counsel contact card displays “Pro Se” on Printable Docket Record
[x] Respondent counsel contact card displays on Printable Docket Record
[x] Petitioner contact card displays on Printable Docket Record

7) Party user views Printable Docket Record for case with no counsel

Login as petitioner
Go to case (associated) with no counsel
Click Printable Docket Record Expected results
[x] Petitioner counsel contact card displays “Pro Se” on Printable Docket Record
[x] Respondent counsel contact card displays “None” on Printable Docket Record
[x] Petitioner contact card display on Printable Docket Record

TomElliottFlexion commented 3 years ago

@klohman Do we need to update the AC to reflect replacing an empty Petitioner's Counsel block with 'Pro Se' instead of 'None'?

flexion / ef-cms