Practitioner: Add Consolidated Card to Case Information Screen

[cholly75]

As a practitioner, so that I can easily see which cases are in the consolidated group my current case is in, I need to see the Consolidated Cases card when viewing the Case Information - Overview for my case.

As part of making filing in consolidated cases more user-friendly to external parties, we would like the Consolidated Cases card that currently appears to Court users in the Case Information - Overview screen for a case in a consolidated group (see screenshot below) to also appear for practitioners (private and IRS) when viewing the Case Information - Overview -screen for a case in a consolidated group. There are some minor UI adjustments for the practitioner view of this card, as listed in the AC.

Pre-Conditions

Acceptance Criteria

• Consolidated Case card is displayed on the Case Information - Overview screen when the case is the Lead or Member case of a consolidated group
• Card lists the docket numbers and Petitioners of cases in the consolidated group
• Docket numbers are ordered/displayed in the usual fashion (ascending by docket number)
• Docket numbers on the card are hyperlinked to docket record view of those cases
  • Docket records of linked cases display exactly as if they had been navigated to via search by the practitioner w/r/t visibility
• Card does NOT grant the ability to add or remove cases from the consolidated group

Notes

Screenshot of card as displayed to Court users:

Note that for practitioners, the Add/Remove cases should NOT be present

Tasks

Test Cases

Story Definition of Ready (Created on 9/26/21)

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

• Be immediately actionable for the development team
• Be focused on users
• Include a narrative. “As a ____, so that I can ______, I need _____.”
• Include user-centric acceptance criteria that expresses the users' needs
• Include user-centric testing scenarios
• Include preconditions (story dependencies)
• Not include design or technical solutions
• Include non-standard testing, deployment, documentation, browser, mobile or security requirements, as well as any requirements for 3rd-party integrations

Process: Flexion developers and designers will test if the story meets acceptance criteria and test cases in Flexion dev and staging environments (“standard testing”). If additional acceptance criteria or testing scenarios are discovered while the story is in progress, a new story should be created, added to the backlog and prioritized by the product owner.

Definition of Done (Updated 5-19-22)

Product Owner

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

UX

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

Engineering

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

[ttlenard]

Test Cases

1) Private Practitioner is associated with the a Case in a Consolidated group of cases; Consolidated Cases Card is available on the Case information tab.

Preconditions: Private Practitioner is associated with a case in a Consolidated Group.

• Log in as a Private Practitioner
• Click on the Docket Number of the case you have access to in the consolidated group from the My Cases list
• Click on the Case Information Tab

Expected Results:

• Consolidated Case card is now available on this page
• Card lists the docket numbers and Petitioners of cases in the consolidated group (If a case is sealed and the practitioner is not a part to that case, then the petitioners name on the sealed case will not appear in the card)
• Docket numbers are listed in ascending order
• Docket numbers are hyperlinked to docket record view of those cases
• The Card does not have any links at the top to add/remove cases

2) Private Practitioner Clicks the hyperlink to a docket number from the Consolidated Case card for a case that they are not associated with; Docket Record view displays as if Practitioner had navigated there from the Search tool.

• Continuing from the previous test
• Click on the hyperlink of one of the other cases (be sure that the private practitioner is NOT associated with this case)

Expected Results

• The Docket record opens, but only Orders (or opinions) are hyperlinked on the docket record
• All other documents are listed, but not hyperlinked (per the user fashion if the practitioner had navigated to the case via search)
• Request Access to Case button is available on the upper right side of the screen

3) IRS Practitioner is associated with a case in a Consolidated group of cases; Consolidated Cases Card is available on the Case information tab.

Preconditions: IRS Practitioner is associated with the a case in a Consolidated Group.

• Log in as a IRS Practitioner
• Click on the Docket Number of the case you have access to in a consolidated group from the My Cases list
• Click on the Case Information Tab

Expected Results:

• Consolidated Cases card is now available on this page
• Card lists the docket numbers and Petitioners of cases in the consolidated group (If a case is sealed and the practitioner is not a part to that case, then the petitioners name on the sealed case will not appear in the card)
• Docket numbers are listed in ascending order
• Docket numbers are hyperlinked to docket record view of those cases
• The Card does not have any links at the top to add/remove cases

4) IRS Practitioner Clicks the hyperlink to a docket number from the Consolidated Case card for a case that they are not associated with; Docket Record view displays as if Practitioner had navigated there from the Search tool.

• Continuing from the previous test
• Click on the hyperlink of one of the other cases (be sure that the IRS practitioner is NOT associated with this case)

Expected Results

• The Docket record opens, but only Orders (or opinions) are hyperlinked on the docket record
• All other documents are listed, but not hyperlinked (per the user fashion if the practitioner had navigated to the case via search)
• Request Access to Case button is available on the upper right side of the screen

5) New Consolidated Case Card can be viewed when accessing the case from a mobile device

• Log in as a Private Practitioner
• Click on the Docket Number of the case you have access to in the consolidated group from the My Cases list
• Click on the dropdown that states Docket Record, and then Select Case Information/Overview

Expected Results:

• Case information card is now available on this mobile page, and is formatted in such a way as to be easy to read on a mobile device
• Card lists the docket numbers and Petitioners of cases in the consolidated group (If a case is sealed and the practitioner is not a part to that case, then the petitioners name on the sealed case will not appear in the card)
• Docket numbers are listed in ascending order
• Docket numbers are hyperlinked to docket record view of those cases
• The Card does not have any links at the top to add/remove cases

*Be sure to repeat this test with an IRS Practitioner

6) From the mobile device, Practitioner clicks the hyperlink to a docket number from the Consolidated Case card for a case that they are not associated with; Docket Record view displays as if Practitioner had navigated there from the Search tool.

• Continuing from the previous test
• Click on the hyperlink of one of the other cases (be sure that the practitioner is NOT associated with this case)

Expected Results

• The Docket record opens, but only Orders (or opinions) are hyperlinked on the docket record
• All other documents are listed, but not hyperlinked (per the user fashion if the practitioner had navigated to the case via search)
• Request Access to Case button is available on the top of the screen

• Be sure to repeat this test with both IRS and Private Practitioners

7) Practitioner is associated with a consolidated group of cases, attempts to view a sealed case that is in a consolidated group that they are not associated with; receives standard messaging.

Preconditions: Docket clerk has sealed one of the cases in the Consolidated Group that the Practitioner is not associated with.

• Log in as a Private Practitioner
• Click on the Docket Number of the case you have access to in the consolidated group from the My Cases list
• Click on the Case Information Tab
• Click on the docket number hyperlink to the case that has been sealed

Expected Results:

• Page indicates that the case is sealed and not accessible to the public.
• (NEWLY ADDED TEST 10/17/2022) - Check the Case JSON from the Case information page - ensure sealed case info does not appear
• (NEWLY ADDED TEST 10/17/2022) - Check the Case JSON after you click on the sealed case - ensure sealed case info does not appear

• Be sure to repeat this test with an IRS Practitioner.

[swongCO]

UX feedback:
Mobile view is still showing the case title overlapping the docket numbers. I used a mobile simulator chrome extension. The same is happening on an iPad simulation.

[swongCO]

UX feedback:
It looks like the columns are being centered vertically to each other. The docket number should line up with the first line of the case title. The centering is more pronounced on mobile devices.

[ttlenard]

@mrinsin @shumway-tm Some testing feedback:

Test case 7.

• As a docket clerk, I had sealed one of the cases in the consolidated group that the petitioner was not associated with.
• Log in as a petitioner
• Open up the Console/Network/Preview tab
• Click on the hyperlink of the case that you are associated with in the Consolidated Group
• Click on the Case information tab
• Click on the Consolidated Cases in the Console
• You can see ALL the sealed case info! This needs to be more like what it shows if you were to navigate to the sealed case. (See screen shots)

Here is where you can see all the sealed case info:

This is what this SHOULD look like when viewing the case JSON. We display very little for sealed cases:

[ttlenard]

The issue referenced above is part of the back-end code, and will be fixed with bug #9660. The bug will need to be fixed before we release this story to production.