Full Spectrum Sorting: Pending Report

[cholly75]

As a viewer of the Pending Report, so that I can quickly locate items I want to address, I need to be able to sort by any of the columns on the report.

Adding sortability on this report continues our efforts to make the system as usable and customizable across a variety of areas, and this is a high impact daily-used report.

Pre-Conditions

Acceptance Criteria

• When the Pending Report is run, users can adjust the default sorting (currently Filing Date - Ascending) to use our current column sorting design pattern:
  • Docket No. (numerical ascending/descending)
  • Date Filed (date ascending/descending)
  • Case Title (alphabetical, ascending/descending)
  • Filings and Proceedings (alphabetical, ascending/descending)
  • Case Status (alphabetical, ascending/descending)
• No need to sort on Judge, as the Judge is a single-select criteria required to run the report
• Printable Report link should generate printed report that retains current sort by user
• When secondary sort is required, sort by Filed Date, ascending

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]

UX Notes:

Follow sorting patterns set out in previous ticket: #10525

[akuny]

Note: this report will use client-side pagination once 10293 is resolved.

[ttlenard]

Test Cases

1) Court User runs a pending report for a Judge; Sort arrows are now present on all columns (except for the Judge Column) in the results list.

• Log in to DAWSON
• Click on the Reports Menu and select Pending Report
• Select a Judge user from the Judge Dropdown.

Expected Results:

• The default sort remains the same, Date Filed - oldest to newest.
• NEW FUNCTIONALITY - The Date Filed column is underlined with an up arrow, indicating that this is the active column that is sorted on.
• NEW FUNCTIONALITY - Each column header on the Pending Report (with the exception of the Judge Column) has the up/down arrow next to the column name for sorting.

*Repeat this test and the others below by selecting various judges (especially ones that will have pagination - ex: Chief Judge). For judges with Pagination in the results list, be sure that you click through the pages to ensure sorting is correct on all pages.

2) Court User sorts on the "Docket No." column; Pending Report is sorted by docket number ascending.

• Continuing from the previous test
• Click on the " Docket No." column

Expected Results:

• NEW FUNCTIONALITY - There are now two arrows on the Filed Date column
• NEW FUNCTIONALITY - On the Docket No. column, the arrow points up and the column is now underlined to indicate that this is the column that the table is sorting on.
• NEW FUNCTIONALITY - Docket No.'s are now in ascending order.
• NEW FUNCTIONALITY - Clicking on the "Docket No." column header again re-sorts the column and it is now descending with the arrow pointing down

3) Court User sorts on the Date Filed column; Pending Report is now sorted by Date Filed ascending.

• Continuing from the previous test
• Click on the "Date Filed" column

Expected Results:

• NEW FUNCTIONALITY - There are now two arrows back on the Docket No. column
• NEW FUNCTIONALITY - On the Date Filed column, the arrow points up and the column is now underlined to indicate that this is the column that the table is sorting on.
• NEW FUNCTIONALITY - Date Filed is now in ascending order.
• NEW FUNCTIONALITY - Clicking on the "Date Filed" column header again re-sorts the column and it is now descending with the arrow pointing down.

4) Court User sorts on the Case Title Column; Pending Report is now sorted by alphabetical (a-z) order and if necessary, there is a secondary sort by Date Filed (ascending).

• Continuing from the previous test
• Click on the "Case Title" column

Expected Results:

• NEW FUNCTIONALITY - There are now two arrows back on the Date Filed column
• NEW FUNCTIONALITY - On the Case Title column, the arrow points up and the column is now underlined to indicate that this is the column that the table is sorting on.
• NEW FUNCTIONALITY - Case Title is now in alphabetical order (a-z), and if necessary, the secondary sort is by filed date (ascending)
• NEW FUNCTIONALITY - Clicking on the "Case Title" column header again re-sorts the column and it is now in z-a order, with the filed date in descending order, with the arrow pointing down.

5) Court user sorts on the Filings and Proceedings Column; Pending Report is now sorted alphabetical (a-z) order and if necessary, there is a secondary sort by Date Filed (ascending).

• Continuing from the previous test
• Click on the "Filings and Proceedings" column

Expected Results:

• NEW FUNCTIONALITY - There are now two arrows back on the Case Title column
• NEW FUNCTIONALITY - On the Filings and Proceedings column, the arrow points up and the column is now underlined to indicate that this is the column that the table is sorting on.
• NEW FUNCTIONALITY - Filings and Proceedings is now in alphabetical order (a-z), and if necessary, the secondary sort is by filed date (ascending).
• NEW FUNCTIONALITY - Clicking on the "Filings and Proceedings" column header again re-sorts the column and it is now in z-a order, with the filed date in descending order, with the arrow pointing down.

6) Case Services Supervisor sorts on the Case Status Column; Pending Report is now sorted alphabetical (a-z) order and if necessary, there is a secondary sort by Date Filed (ascending).

• Continuing from the previous test
• Click on the "Case Status" column

Expected Results:

• NEW FUNCTIONALITY - There are now two arrows back on the Filings and Proceedings column
• NEW FUNCTIONALITY - On the Case Status column, the arrow points up and the column is now underlined to indicate that this is the column that the table is sorting on.
• NEW FUNCTIONALITY - Case Status is now in alphabetical order (a-z) and if necessary, the secondary sort is by filed date (ascending).
• NEW FUNCTIONALITY - Clicking on the "Case Status" column header again re-sorts the column and it is now in z-a order, with the filed date in descending order, with the arrow pointing down.

7) Court user sorts the columns and then clicks on the Printable Report Link; Printed version displays the Pending Report in the current sort order.

• Continuing from the previous test
• Sort the Pending Report by any column
• Click on the Printable Report Link
• Review the printable report

Expected results:

• NEW FUNCTIONALITY - Printable Report matches whatever sort order was selected.

*Repeat this test with different columns sorted.

8) Court User Exports the report; no changes in display or functionality

• This is a regression test
• Sort a column on the pending report
• Click Export
• Open the csv

Expected Results:

• The csv has no change, the exported data is the default sort order.

9) Other regression things

• Consolidated icons still display appropriately after sorting (cases are not grouped on this page)
• User can select the docket number and the docket record opens as per normal
• User can select the document link and the document view of the case displays as per normal
• Docket number suffixes remain

10) Repeat the tests above with all Court Users

All tests above pass with these users:

• ADC
• Admissions Clerk
• Chambers
• Clerk of the Court
• Floater
• Docket Clerk
• General
• Judge
• Petitions Clerk
• Reporters Office
• Trial Clerk

Dev Question - If you have the results sorted, and then select a new judge, does the sort order go back to the default sort order? Or does it save the sort order from the previous judge?