Add Case Type Filter to Case Search

[cholly75]

As a user of case search, so that I can refine my search criteria, I need to be able to select the case type as an optional criterion in the Case Search.

Currently the "Search By Name" Case Search can only use the petitioner's filing location and/or filing date as additional search criteria. We would like to add the Case Type as an additional search criterion. For this functionality, we would like to add only the case types which result in the docket number having a letter suffix appended as potential search criteria.

The case types we want to allow as criteria:

• Declaratory Judgment (Exempt Organization)
• Declaratory Judgment (Retirement Plan)
• Lien/Levy
• Passport
• Small
• Small Lien/Levy
• Whistleblower

Pre-Conditions

#10502

Acceptance Criteria

• Optional search criteria "Case Type" is added to the internal and external "Search by Name" card for Case Search
• "Case Type" is a multi-select field populated with the following values alphabetically:
  • Declaratory Judgment (Exempt Organization)
    • When selected, this value returns only case numbers with an "X" appended to the docket number
  • Declaratory Judgment (Retirement Plan)
    • When selected, this value returns only case numbers with an "R" appended to the docket number
  • CDP(Lien/Levy)
    • When selected, this value returns only case numbers with an "L" appended to the docket number
  • Passport
    • When selected, this value returns only case numbers with a "P" appended to the docket number
  • Small
    • When selected, this value returns only case numbers with an "S" appended to the docket number
  • Small CDP(Lien/Levy)
    • When selected, this value returns only case numbers with an "SL" appended to the docket number
  • Whistleblower
    • When selected, this value returns only case numbers with a "W" appended to the docket number
• When multiple values are selected, only case types with the selected values appear as search results
• When no value is selected, all case types appear as search results
• "Case Type" criteria work in conjunction with Date/Petitioner Name/Country criteria as entered

Notes

• Disclosure ("D") cases are not in scope for this feature, as those cases are all sealed at the Case level and unavailable for public search.

Tasks

Test Cases

Story Definition of Ready (updated on 12/23/22)

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:

• Is framed in business/user need, the value has been addressed.
• Includes acceptance criteria
• Has been refined
• Pre conditions have been satisfied.

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, 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.
• If new docket entries have been added as seed data to efcms-local.json, 3 local s3 files corresponding to that docketEntryId have been added to web-api/storage/fixtures/s3/noop-documents-local-us-east-1
• 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.
• If the work completed for the story requires a reindex without a migration, or any other special deploy steps, apply these changes to the following flexion branches:
  • experimental1
  • experimental2
  • experimental3
  • experimental4
  • experimental5
  • experimental6
  • develop
• 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.

[katiecissell]

Pre-refinement

• Can we wait to do this until after case is postgres? So we don't have to redo it if we do it in open search first? (Can we make this dependent 10502?)

[katiecissell]

UX Notes:

Figma File

Add a multi-select Case Type field below date filed fields. This should be the same field we use on reports for multi-select. Multi Select Pills should wrap/stack below the case type field as needed. If there isn't space for the full label in the field, truncate it with some ellipses but the screen reader should still read the full label.

[ttlenard]

Test Cases

1) External non-logged in user accesses the Case Search page; New dropdown for Case type is displayed.

• As an external, non-logged in user, access the DAWSON case search page.

Expected Results:

• NEW FUNCTIONALITY - There is now a new dropdown underneath the Date fields titled "Case Type".
• NEW FUNCTIONALITY - The default helper text is "-Select one or more-"
• NEW FUNCTIONALITY - Screen readers can read the new field appropriately.
• NEW FUNCTIONALITY - User can navigate to the field using their keyboard only.
• NEW FUNCTIONALITY - The dropdown menu options available are:
  • Declaratory Judgment (Exempt Organization)
  • Declaratory Judgment (Retirement Plan)
  • CDP (Lien/Levy)
  • Passport
  • Small
  • Small CDP (Lien/Levy)
  • Whistleblower

2) External non-logged in user types in a Case Title/Petitioner name, makes a selection for Case type, and clicks Search; Results are filtered appropriately.

• Continuing from the previous test
• Type in a Case Title/Petitioner name
• Add a date(s) if desired
• Make a selection for Country if desired
• Click on the dropdown for Case type and make a selection

Expected Results:

• NEW FUNCTIONALITY - Blue Pill container containing the case type you selected displays underneath the dropdown. (See mock)
• NEW FUNCTIONALITY - After clicking search, the results list only displays cases that are the case type that you selected.
• If no cases, the standard "No matches found" message is displayed
• If more than 100 cases, the standard "Displaying the first 100" message is displayed
• NEW FUNCTIONALITY - Clicking on the "x" on the right side of the pill container removes the case type filter
• NEW FUNCTIONALITY - Clicking on the Clear Search clears out all of the data input, including the case type selected.

*Repeat this test with all of the different case types to ensure that search results are filtered appropriately
*Repeat this test, but make multiple case type selections.
*Repeat this test, but do not make any selections for Case type, search results should display all case types as per normal

3) External non-logged in user searches for a sealed case using a combination of case title and case type filter; Standard "No matches found" message displays

• This is a regression test
• Continuing from the previous test
• Type in the name of Petitioner whose case is sealed
• Add in the case type filter
• Click search

Expected Results:

• Standard "No matches Found" message displays
• When searching by the case docket number, display the standard "This case is sealed" page

4) Logged in Private Practitioner accesses the Case Search page; New dropdown for Case type is displayed.

• Log in as a private practitioner
• Click on the Advanced link to access the DAWSON case search page.

Expected Results:

• NEW FUNCTIONALITY - There is now a new dropdown underneath the Date fields titled "Case Type".
• NEW FUNCTIONALITY - The default helper text is "-Select one or more-"
• NEW FUNCTIONALITY - Screen readers can read the new field appropriately.
• NEW FUNCTIONALITY - User can navigate to the field using their keyboard only.
• NEW FUNCTIONALITY - The dropdown menu options available are:
  • Declaratory Judgment (Exempt Organization)
  • Declaratory Judgment (Retirement Plan)
  • CDP (Lien/Levy)
  • Passport
  • Small
  • Small CDP (Lien/Levy)
  • Whistleblower

5) Private Practitioner types in a Case Title/Petitioner name, makes a selection for Case type, and clicks Search; Results are filtered appropriately.

• Continuing from the previous test
• Type in a Case Title/Petitioner name
• Add a date(s) if desired
• Make a selection for Country if desired
• Click on the dropdown for Case type and make a selection

Expected Results:

• NEW FUNCTIONALITY - Blue Pill container containing the case type you selected displays underneath the dropdown. (See mock)
• NEW FUNCTIONALITY - After clicking search, the results list only displays cases that are the case type that you selected.
• If no cases, the standard "No matches found" message is displayed
• If more than 100 cases, the standard "Displaying the first 100" message is displayed
• NEW FUNCTIONALITY - Clicking on the "x" on the right side of the pill container removes the case type filter
• NEW FUNCTIONALITY - Clicking on the Clear Search clears out all of the data input, including the case type selected.

*Repeat this test with all of the different case types to ensure that search results are filtered appropriately
*Repeat this test, but make multiple case type selections.
*Repeat this test, but do not make any selections for Case type, search results should display all case types as per normal

6) Private Practitioner searches for a sealed case that they do not have access to using a combination of case title and case type filter; Standard "No matches found" message displays

• This is a regression test
• Continuing from the previous test
• Type in the name of Petitioner whose case is sealed
• Add in the case type filter
• Click search

Expected Results:

• Standard "No matches Found" message displays
• When searching by the case docket number, display the standard "This case is sealed" page

7) Private Practitioner searches for a sealed case that they have access to using a combination of case title and case type filter; Case displays in the search results.

• This is a regression test
• Continuing from the previous test
• Type in the name of Petitioner whose case is sealed and that you are associated with
• Add in the case type filter
• Click search

Expected Results:

• The sealed case that you have access to displays in the Results.
• Searching for the sealed case by the case's docket number will open the sealed case as per usual.

8) Repeat test cases 4-7 with an IRS and DOJ practitioner.

• Test cases pass with IRS
• Test cases pass with DOJ

9) Internal Court user accesses the Case Search page; New dropdown for Case type is displayed.

• Log in as a Court user
• Click on the Advanced link to access the DAWSON case search page.

Expected Results:

• NEW FUNCTIONALITY - There is now a new dropdown underneath the Date fields titled "Case Type".
• NEW FUNCTIONALITY - The default helper text is "-Select one or more-"
• NEW FUNCTIONALITY - Screen readers can read the new field appropriately.
• NEW FUNCTIONALITY - User can navigate to the field using their keyboard only.
• NEW FUNCTIONALITY - The dropdown menu options available are:
  • Declaratory Judgment (Exempt Organization)
  • Declaratory Judgment (Retirement Plan)
  • CDP (Lien/Levy)
  • Passport
  • Small
  • Small CDP (Lien/Levy)
  • Whistleblower

10) Court user types in a Case Title/Petitioner name, makes a selection for Case type, and clicks Search; Results are filtered appropriately.

• Continuing from the previous test
• Type in a Case Title/Petitioner name
• Add a date(s) if desired
• Make a selection for Country if desired
• Click on the dropdown for Case type and make a selection

Expected Results:

• NEW FUNCTIONALITY - Blue Pill container containing the case type you selected displays underneath the dropdown. (See mock)
• NEW FUNCTIONALITY - After clicking search, the results list only displays cases that are the case type that you selected.
• If no cases, the standard "No matches found" message is displayed
• If more than 100 cases, the standard "Displaying the first 100" message is displayed
• NEW FUNCTIONALITY - Clicking on the "x" on the right side of the pill container removes the case type filter
• NEW FUNCTIONALITY - Clicking on the Clear Search clears out all of the data input, including the case type selected.

*Repeat this test with all of the different case types to ensure that search results are filtered appropriately
*Repeat this test, but make multiple case type selections.
*Repeat this test, but do not make any selections for Case type, search results should display all case types as per normal

11) Court User searches for a sealed case using a combination of case title and case type filter; Case displays in the search results.

• This is a regression test
• Continuing from the previous test
• Type in the name of Petitioner whose case is sealed
• Add in the case type filter
• Click search

Expected Results:

• The sealed case displays in the Results.
• Case can be opened by clicking on the docket number link
• Searching by the sealed case's docket number displays the sealed case as per normal

12) Regression - Ensure no Disclosure ("D") cases display in the search results

• Some regression testing for this

Expected Results:

• These cases should all be sealed and unavailable for public search
• Internal court users or users that are associated with the case should still be able to view these cases in the search results.

13) Repeat test cases 1-12 on a mobile device

• Mobile design matches the mocks
• Test cases 1-12 pass on mobile

14) Terminal user accesses the Case Search page; New dropdown for Case type is displayed.

• As an external, non-logged in user, access the DAWSON case search page.

Expected Results:

• NEW FUNCTIONALITY - There is now a new dropdown underneath the Date fields titled "Case Type".
• NEW FUNCTIONALITY - The default helper text is "-Select one or more-"
• NEW FUNCTIONALITY - Screen readers can read the new field appropriately.
• NEW FUNCTIONALITY - User can navigate to the field using their keyboard only.
• NEW FUNCTIONALITY - The dropdown menu options available are:
  • Declaratory Judgment (Exempt Organization)
  • Declaratory Judgment (Retirement Plan)
  • CDP (Lien/Levy)
  • Passport
  • Small
  • Small CDP (Lien/Levy)
  • Whistleblower

15) Terminal user types in a Case Title/Petitioner name, makes a selection for Case type, and clicks Search; Results are filtered appropriately.

• Continuing from the previous test
• Type in a Case Title/Petitioner name
• Add a date(s) if desired
• Make a selection for Country if desired
• Click on the dropdown for Case type and make a selection

Expected Results:

• NEW FUNCTIONALITY - Blue Pill container containing the case type you selected displays underneath the dropdown. (See mock)
• NEW FUNCTIONALITY - After clicking search, the results list only displays cases that are the case type that you selected.
• If no cases, the standard "No matches found" message is displayed
• If more than 100 cases, the standard "Displaying the first 100" message is displayed
• NEW FUNCTIONALITY - Clicking on the "x" on the right side of the pill container removes the case type filter
• NEW FUNCTIONALITY - Clicking on the Clear Search clears out all of the data input, including the case type selected.

*Repeat this test with all of the different case types to ensure that search results are filtered appropriately
*Repeat this test, but make multiple case type selections.
*Repeat this test, but do not make any selections for Case type, search results should display all case types as per normal

16) Terminal user searches for a sealed case using a combination of case title and case type filter; Standard "No matches found" message displays

• This is a regression test
• Continuing from the previous test
• Type in the name of Petitioner whose case is sealed
• Add in the case type filter
• Click search

Expected Results:

• Standard "No matches Found" message displays
• When searching by the case docket number, display the standard "This case is sealed" page

[pavanyenduri]

Currently we do not have "Small" or "Small CDP Lien/Levy" as case types. How should we handle this?

[pavanyenduri]

Based on discussion with Chris on Feb 20, we will be handling Case types "Small" and "Small CDP Lien/Levy" as part of another future story.