Skip to content

Put online filing first in the RFA completion flow - #437

Open
nonprofittechy wants to merge 1 commit into
feature/litefile-handofffrom
ux/166-streamline-filing
Open

nonprofittechy wants to merge 1 commit into
feature/litefile-handofffrom
ux/166-streamline-filing

Conversation

@nonprofittechy

@nonprofittechy nonprofittechy commented Oct 22, 2026 •

Copy link
Copy Markdown
Collaborator

When LITEfile is enabled, the completion screen currently leads with download instructions and later says the tool does not send forms to court. Put the filing action first, explain the draft-to-submission transition, and use an online-filing introduction. Preserve the existing manual instructions when the integration is disabled. Prefill the defendant’s service city and state from earlier answers, leaving both editable.

This is stacked on #426 because the sender integration is still open. Related: SuffolkLITLab/LITEfile#166.

Validation: parsed the YAML and rendered the introduction/download Mako templates with synthetic helpers in both enabled and disabled modes; checked that the online action precedes downloads and manual-only wording is absent when enabled. Argon and Claude reviewed the cross-repository flow. The completion screen was also exercised in actual localhost Docassemble with generated PDFs in both feature configurations. Answers were seeded via API; full interactive interview traversal and Vermont test-EFM filing remain to be verified.

Follow-ups identified by review: synchronize changed interview answers with filing metadata; verify confidential contact fields in court party records; align the NEXT STEPS document with the online route.

LITEfile companion: SuffolkLITLab/LITEfile#355. Cross-repository findings and proposed follow-ups: https://github.com/SuffolkLITLab/LITEfile/blob/ux/166-streamline-handoff/docs/developer-notes/issue-166-handoff-ux.md.

Actual localhost RFA screenshots

Captured from the PR branch installed in localhost Docassemble, with API-seeded synthetic answers and real generated PDFs. These show the actual AssemblyLine download and email widgets; no controls or styles were replaced. No email was sent or court filing submitted. Both enabled and disabled configurations were exercised. Unlisted screenshot gist.

Online filing enabled

Actual localhost RFA completion: online filing enabled, mobile

Actual localhost RFA completion: online filing enabled, desktop

Online filing disabled

Actual localhost RFA completion: online filing disabled, mobile

Actual localhost RFA completion: online filing disabled, desktop

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant