Trial Session Planning Report - Screen Version

[cholly75]

As a Court, so that I can quickly navigate to eligible cases for a location and display the trial session planning information on the screen, I need a version of the trial session planning report in the DAWSON UI.

Currently the Trial Session Planning report is only available as a generated PDF. To enable future functionality, we would like to be able to generate that same information in the context of the DAWSON UI as a screen. This will allow us to implement some UI enhancements as well as provide a foundation for additional functionality.

Pre-Conditions

Acceptance Criteria

• When clicking a link to the Trial Session Planning Report, after making the appropriate selections in the modal window the user is navigated to a screen displaying the information normally available in the TSP report.
• Screen contents are displayed as per UX design noted below
• Printable version link on this screen now generates a PDF of the generated screen contents including the updated information/styling
  • Printed version should match the screen version w/ the exception of the tooltip/hover icon in the far left column

Notes

• Blocked column count - should be in line with blocked cases displayed in Trial Session Planning screen/report - count blocked cases with the following statuses only:
  • General Docket - Not At Issue
  • General Docket (Ready For Trial)
  • Assigned - Case
  • Assigned - Motion

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.

[mwestereng1]

UX Notes:

See Figma file for mock ups and comments

Add new on screen Trial Session Planning Report in the same location as the existing PDF report. Accessed two ways:
1. Reports > Trial Session Planning Report > Modal
2. Trial Sessions > Trial Session Planning Report > Modal

On screen report includes information from the existing Trial Session Planning Report PDF, plus the following:

• "Back to Trial Sessions" breadcrumb

• Link to "Print" the PDF that opens in a new tab

• Card with cities not calendared in the previous 2 terms

• Rows with cities not calendared in the previous 2 terms highlighted in yellow

• Add "Special" column, which shows the number of specials scheduled for the selected planning term. For example, if they pulled the report for winter 2025, the report should display the number of specials scheduled for each city for the winter 2025 term.

• Add "Blocked" column which shows the number of blocked cases for each location
  

• Info-circle icon for cities not calendared in the previous 2 terms. The first day of the week the city was last visited will display in a tooltip, when user hovers over icon.

• Updates to the PDF export, if possible to incorporate with this story
• Waiting for Case Services to confirm File name of the PDF
• Do not display the [!] icon in the card or the table

[zachrog]

Be aware that the backend and frontend do not share css styles so if uusing shared react components make sure to add styles on both frontend + pdf generator.

[ttlenard]

Test Cases

1) Court user runs a trial session planning report; data for the selected trial session in the report is displayed on the screen.

• Log in as any Court user
• Click on Trial Sessions
• Click on the Trial Session Planning Report link at the top of the page
• Select a term
• Select a Year
• Click Run Report

Expected Results:

• NEW FUNCTIONALITY - The Report displays on the screen, rather than a PDF Preview
• There is a link at the top of the page that displays "Back to Trial Sessions"
• NEW FUNCTIONALITY - There is a Print link on the upper right of the screen that prints out the existing Planning Report
• NEW FUNCTIONALITY - The title of the page is the term and year that you selected in the pop-up
• NEW FUNCTIONALITY - The top portion of the report has a yellow header titled "Cities not calendared in two previous terms:"
• NEW FUNCTIONALITY - To the left of the text in the header is an exclamation point icon
• NEW FUNCTIONALITY - The cities listed in the box are listed in alphabetical order from top to bottom, left to right
• NEW FUNCTIONALITY - If no cities, "There are not cities to display." is listed in the card.
• NEW FUNCTIONALITY - Columns are Location, All, Small, Regular, 3 columns for 3 previous terms from what you selected in the modal in the following format [term '[two-digit year]], Special, and Blocked
• NEW FUNCTIONALITY - Rows list each trial location [city, State} in alphabetical order
• NEW FUNCTIONALITY - Cities that have not been calendared in the two previous terms are highlighted yellow (and match what is listed in the box above the table)
• NEW FUNCTIONALITY - Hovering over the blue circle icon in the table displays a tooltip that displays "Last visited week of xx/xx/xx"
• NEW FUNCTIONALITY - Results in the Special column/row should match the number of special sessions already calendared for the term. If no specials are calendared, display a "-"
• NEW FUNCTIONALITY - Results in the Blocked column should match the number of blocked cases with the requested trial location that have a case status of, General docket - Not at issue, General Docket - At issue, Ready for Trial, Assigned Case, and Assigned motion.
• Regression - Data in the table reflects the appropriate #'s as per usual

*Repeat this test by accessing the Trial Session Planning report page from the Reports menu

2) Court user clicks on the Back to Trial Sessions Link; User is navigated back to the Trial Sessions screen

• Continuing from the previous test
• Click on the Back to Trial Sessions link

Expected Results:

• User is navigated back to the trial session screen

3) Court user runs a trial session planning report; User prints the report to PDF.

• Click on the Trial Session Planning Report link at the top of the page
• Select a term
• Select a Year
• Click Run Report
• After the page loads, click on the Print link at the top of page

Expected Results:

• NEW FUNCTIONALITY - New tab opens with the document preview
• NEW FUNCTIONALITY - Printable report is in the new format (DEV DISCRETION on if the printable report is updated to the new format that displays on the screen)
• NEW FUNCTIONALITY - Data in the printable report matches what is on the screen
• NEW FUNCTIONALITY - Icons are not present in the printable report
• NEW FUNCTIONALITY - The "Cities not calendared in two previous terms" card is displayed at the top of each page of the PDF.
• NEW FUNCTIONALITY - If there are not cities not calendared in the two previous terms, the text in the card displays "There are no cities to display"

*Repeat this test by accessing the Trial Session Planning report page from the Reports menu

4) Repeat all of the tests above with different terms and years

• Be sure that you test this by selecting different terms and years

Expected Results:

• Results from test cases 1-3 also pass for all combinations of terms and years that you selected.

5) Regression test this story with other Court users

• This test passes

6) Screen displays on a mobile device

• This page opens on a mobile device - does not have to be pretty, but has to open.

7) Screen can be read using screen readers

• This test passes

[katiecissell]

For the special column, we will use 0's instead of dashes and left align the numbers to match the other columns.

[katiecissell]

If a city has never been visited (if the tax court later adds a new trial location), it will still be flagged as not having been seen in the last two sessions but the tooltip will say "Never visited".

[katiecissell]

For the PDF, the block showing all the cities not visited will only appear on the first page.

[katiecissell]

We will open the PDF in a new tab without showing Dawson UI, following the pattern of opening new tabs established in 10472.

[katiecissell]

UX testing Notes:

• The blue for the information icon should be #005EA2

• The yellow for the backgrounds should be #FFE396

• It looks like the header for the page is not following the same styling as other report headers.

• The run trial session planning report modal will 'yell' at you for not having selected the other dropdown before you even hit the run the report button. Its validating before it needs to.

• Print button doesn't seem to work.

[ttlenard]

Testing Feedback:

• The Header seems to be off, and I see a faint grey line through it.

• No special sessions already scheduled are showing in the total count in the screen version or in the printed version.