Automatically Add/Remove/Edit Deadlines in Consolidated Group

[cholly75]

As a docket clerk, so that I do not have to manually enter the same deadline across all cases in a consolidated group, I need a deadline entered in the lead case to automatically be created on each member case.

When a deadline is issued in a case in a consolidated group, the Court always enters the same deadline in all cases in the group. We should streamline this process to just have the clerk enter the deadline in the lead case and have it propagate to all cases in the CG. The same should happen when a deadline is deleted or edited by Docket in the lead case.

Pre-Conditions

#10502

Acceptance Criteria

• A deadline created in the lead case in the group is automatically created in each case in the group
  • Deadlines created in this manner cannot be edited or deleted from a member case while that case is still part of the consolidated group.
• A deadline edited in the lead case in the group is automatically edited in each case in the group
• A deadline deleted in the lead case in the group is automatically edited in each case in the group
• This functionality should also apply to any deadlines created automatically by the system (e.g., upon OFF/OAP/OAPF issuance by petitions QC)
• If a case is removed from the CG, its deadlines function independently going forward

Notes

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 Note:

• This can be done in postgres!
• Confirming that editing the non lead case deadline will NOT flow through to the others. Answer: Will not flow to others
• If we add/edit a deadline to a member case, then go to lead case and add a deadline, the first member case will have two deadlines, correct? Answer: yes
• If you add a deadline on lead case, but edit it on member case, then edit it on lead case, would the lead case overwrite the member case's deadline or would the member case now have two deadlines? Answer: Overwrite the member case's deadline.

[katiecissell]

UX Notes:

Figma File

[ttlenard]

Test Cases

Preconditions:

• Be sure that the Consolidated group that you are testing with is not calendared
• Be sure that there are no other deadlines or pending items on any of the cases in the consolidated group.

1) Docket Clerk creates a new deadline in the lead case in a consolidated group; Modal now displays consolidated case info.

• Log in as a Docket Clerk
• Navigate to the Lead case in a consolidated group
• Click on the Create menu and select Deadline
• Review the modal

Expected Results:

• The top of the modal remains the same, date field and description.
• NEW FUNCTIONALITY - The modal now displays a new section below the description (see mock) that indicates that the case is part of a consolidated group.
• NEW FUNCTIONALITY - The cases listed match all of the cases in the consolidated group, with the Lead case displayed first, and then each case in ascending order (as per usual).

2) Docket Clerk creates a new deadline in the lead case in a consolidated group; Saves the deadline; Deadline is saved to all cases in the group.

• Continuing from the previous test
• Add in a Due Date
• Add in a Description
• Click Save

Expected Results:

• Standard Green confirmation banner indicating Deadline saved.
• Deadline is saved in the Lead case in the group
• NEW FUNCTIONALITY - Deadline is also saved in all of the member cases in the group.
• NEW FUNCTIONALITY - After running a deadline report, the deadline you created in the lead case displays for all cases in the group
• NEW FUNCTIONALITY - There is an exclamation point on the tracked items tab in all cases in the group
• NEW FUNCTIONALITY - The case now has a blocked label in the header on all cases in the group
• NEW FUNCTIONALITY - After running the blocked cases report, the lead case and all member cases display with the reason "deadline".
• NEW FUNCTIONALITY - None of the cases in the group display in the eligible case list

3) Docket Clerk edits the deadline that they just created; New edit screen displays.

• Continuing from the previous test
• Click on the Edit link for the deadline in the lead case

Expected Results:

• NEW FUNCTIONALITY - New Edit Screen displays; user can edit the date and/or the description
• NEW FUNCTIONALITY - The additional language for consolidated cases displays at the bottom of the modal
• NEW FUNCTIONALITY - Deadline is edited in the lead case in the group
• NEW FUNCTIONALITY - Deadline is edited in the member cases in the group
• NEW FUNCTIONALITY - After running a deadline report, the deadline you edited is displayed appropriately for all cases in the group
• NEW FUNCTIONALITY - The exclamation point remains on the tracked items tab in all cases in the group
• NEW FUNCTIONALITY - The cases still have a blocked label in the header on all cases in the group
• NEW FUNCTIONALITY - After running the blocked cases report, the lead case and all member cases display with the reason "deadline".
• NEW FUNCTIONALITY - None of the cases in the group display in the eligible case list

4) Docket Clerk deletes the deadline that they just created/edited in the lead case; New edit screen displays.

• Continuing from the previous test
• Click on the Delete link for the deadline from the lead case

Expected Results:

• NEW FUNCTIONALITY - The new "Are you sure?" Modal displays (has the additional language for the consolidated cases)
• NEW FUNCTIONALITY - Clicking the Close link navigates the user back to the Tracked items tab
• NEW FUNCTIONALITY - Clicking the No, Cancel button navigates the user back to the Tracked items Tab
• NEW FUNCTIONALITY - Clicking the Yes, Remove button deletes the deadline from the lead case and all of the member cases in the group
• NEW FUNCTIONALITY - After running a deadline report, the deadline you deleted is no longer displayed for any of the cases in the group
• NEW FUNCTIONALITY - The exclamation point is no longer present on the tracked items tab in any cases in the group (assuming there are no other deadlines or pending items)
• NEW FUNCTIONALITY - The cases no longer have a blocked label in the header on any cases in the group (assuming there are no other deadlines or pending items)
• NEW FUNCTIONALITY - After running the blocked cases report, the lead case and all member cases no longer display with the reason "deadline". (Assuming there are no other deadlines or pending items).
• NEW FUNCTIONALITY - All of the cases in the group now display in the eligible case list for the requested place of trial

5) Docket Clerk navigates to one of the deadlines that was created from a lead case on a member case; No edit/delete links are available.

• Create a deadline on a lead case in a consolidated group
• Navigate to one of the member cases in the group
• Click on the tracked items tab/Deadlines

Expected Results:

• NEW FUNCTIONALITY - There are no edit/delete links next to the deadline that was created from the lead case on the member case
• NEW FUNCTIONALITY - None of the member cases have the edit/delete links.

6) Docket clerk removes a member case from the consolidated group; Case had deadlines that were created from the lead case; Member case's deadlines now have the edit/delete links, and function independently.

• Continuing from the previous test
• Navigate to a member case in the group
• Click on the Case information/Overview tab
• Remove the case from the group
• Next, Click on the Tracked Items/Deadlines tab

Expected Results:

• NEW FUNCTIONALITY - The Edit/Delete links are now available
• The standard Edit/Delete modals are displayed
• Deadline can be edited as per usual and the edit is only made to the singular case (none of the other cases that the case used to be associated with have the edited deadline).
• Deadline can be deleted as per usual and the delete is only made to the singular case (none of the other cases that the case used to be associated with have the deleted deadline).

7) Docket clerk removes the lead case from the consolidated group; Group had deadlines that were created from the lead case; The next Member case's deadlines now have the edit/delete links, and the old lead case's deadlines function independently.

• Continuing from the previous test
• Navigate to the case in the group
• Click on the Case information/Overview tab
• Remove the case from the group
• The next member case in group is now the Lead case, open this case on a separate tab
• On the original lead case, click on the Tracked Items/Deadlines tab

Expected Results on the old Lead case:

• The Edit/Delete links are still available
• The standard Edit/Delete modals are displayed when clicking on these (there is no text related to the consolidated group
• Deadline can be edited as per usual and the edit is only made to the singular case (none of the other cases that the case used to be associated with have the edited deadline).
• Deadline can be deleted as per usual and the delete is only made to the singular case (none of the other cases that the case used to be associated with have the deleted deadline).

Expected Results on the new lead case:

• NEW FUNCTIONALITY - The original deadline is still present, but the edit/delete links are now available on this case
• NEW FUNCTIONALITY - None of the other member cases have the edit/delete links
• NEW FUNCTIONALITY - Edits made to the new lead cases deadlines are reflected in all of the member cases (modal reflects text related to the consolidated group)
• NEW FUNCTIONALITY - Deleting the deadline in the new lead case deletes the deadlines in all the member cases (modal reflects text related to the consolidated group)

8) Repeat the tests above with other users that can add/edit/delete Deadlines

• Petitions Clerk
• CotC
• Case Services Supervisor

9) Other things to check

• Check deadlines in Postgres to ensure that they are being created appropriately for all cases in the group
• Check the Kibana logs to see how it is being logged