8477 Consolidation: Change to QC/Edit Docket Entry Process#9223

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codyseibert wants to merge 435 commits intostagingfrom

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codyseibert commented Sep 29, 2025 •

edited by AbelTaxCourt

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Overhauled Docket Entry QC, Edit, and Serve processes
Added Work Item grouping in Section and Individual QC tables
Added counts for Individual QC Inbox, In Progress, and Outbox tables
Updated counts for Section QC Inbox, In Progress, and Outbox tables
Updated Service and Paper Service modals
Grouped NODC Paper Service PDFs into one for easier printing
Added ability to Serve Simultaneous-type documents across a consolidated group
Fixed ability to serve documents from Message Detail page
Added multiDocketedOn array to Docket Entry Entity to track which cases the Docket Entry is currently filed across
Added originallyFiledDocketNumber to Docket Entry Entity to track the original filing case of the Docket Entry, which fixed a bug preventing access to the correct Previously-filed Documents when QCing or Editing from a case in which the document was not originally filed from
Added documentStorageId field to the Docket Entry entity instead of using docketEntryId as the S3 key so docket entries on unconsolidated cases can update their own S3 documents independently from the consolidated group
Consolidation: Change to QC/Edit Docket Entry Process #8477
Restrict Service of Simultaneous Documents In Consolidated Groups #8919
BUG: Multi-docketing UI appears when serving Simultaneous paper-filings in Lead case #8527

AbelTaxCourt added Do Not Merge to staging labels

AbelTaxCourt changed the title ~~8477 story~~ 8477: Consolidation: Change to QC/Edit Docket Entry Process

AbelTaxCourt force-pushed the 8477-story branch from 54bad2c to f422548 Compare

October 10, 2025 20:27

TomElliottFlexion and others added 26 commits

December 9, 2025 13:57


          8477: remove a few comments

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          Merge remote-tracking branch 'origin' into 8477-s3-refactor

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          Merge branch '8477-s3-refactor' of github.com:ustaxcourt/ef-cms into …

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…8477-story


          8477: fix app crash when you unconsolidate a lead case that has alrea…

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…dy been assigned by adding validation before upserting docket entries


          Merge remote-tracking branch 'origin' into 8477-s3-refactor

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          Merge branch '8477-s3-refactor' of github.com:ustaxcourt/ef-cms into …

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…8477-story


          8477: fix bug that caused app crash when unconsolidating two cases at…

ac3bbc4

… th same time, and removed adding the same entries twice when updating docket entry in persistence


          8477: fix issue where previously consolidated cases which then became…

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… unconsolidated, became goruped into one work item when rendering on the UI


          Merge branch 'staging' into 8477-story

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          8477: fix bug when document title is updated and new cover sheet is c…

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…reated across consolidated group with previous document title instead of the updated document title, it now generates one new coversheet for all the cases in the group and does not use the previious document title


          Merge branch '8477-story' of github.com:ustaxcourt/ef-cms into 8477-s…

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…tory


          Merge branch 'staging' of https://github.com/ustaxcourt/ef-cms into 8…

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…477-s3-refactor


          Merge branch '8477-s3-refactor' of github.com:ustaxcourt/ef-cms into …

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…8477-story


          8477: quick log removal

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          8477: revert temp changes

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          8477: fix bug when updating document title for consolidated and non-c…

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…onsolidated cases and fix page count to update correctly on docket record


          8477: revert back to using leadCase caption for consolidated coversheets

c5b2e96

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: WIP fix serve from any case propagate across group, need to ens…

ea2bf42

…ure that checkboxes work it might serve across group only

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: fix filing/serving modal checkboxes and paperServiceContacts

48fc5d2

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: docket index fix in Document View

5830db1


          8477: fix inccorect docket index in Docket Record

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          8477: fix bug related to incorrect docket index being displayed on co…

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…versheet in Document View PDF section


          revert getDefaultDocketViewerDocumentToDisplayAction

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          8477: revert getDefaultDocketViewerDocumentToDisplayAction

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          Merge branch 'staging' into 8477-story

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          8477: fix index bug by omitting lead case index while spreading docke…

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…t entry entity to member case during serve propagation

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>

AbelTaxCourt and others added 30 commits

February 23, 2026 11:36


          Merge branch '8477-s3-first-migration' of https://github.com/ustaxcou…

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…rt/ef-cms into 8477-s3-refactor


          Merge branch '8477-s3-refactor' of https://github.com/ustaxcourt/ef-cms…

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… into 8477-story


          8477: add time logs to migration

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Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: tune migration

2fa7dd5

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: update TODO

eb7c459

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: remove TODO, update mapper

fb47d44

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: update DocketEntry validation

a6606d7

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          Merge branch '8477-s3-refactor' of https://github.com/ustaxcourt/ef-cms…

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… into 8477-story


          8477: fix DocketEntry validation

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Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          Merge branch '8477-s3-refactor' of https://github.com/ustaxcourt/ef-cms…

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… into 8477-story


          8477: fix documentStorageId validation tests

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Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          Merge branch '8477-s3-refactor' of https://github.com/ustaxcourt/ef-cms…

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… into 8477-story


          8477: update types for docketEntry index and remove comments

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Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: update docketEntryIndex type in NODCPdf test

adc4277

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: update TODO and cleanup

4f1b2af

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          Merge branch 'staging' of https://github.com/ustaxcourt/ef-cms into 8…

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…477-s3-first-migration


          Merge branch '8477-s3-first-migration' of https://github.com/ustaxcou…

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…rt/ef-cms into 8477-s3-refactor


          Merge branch '8477-s3-refactor' of https://github.com/ustaxcourt/ef-cms…

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… into 8477-story


          8477: update TODO

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Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: WIP remove serve button from message detail page if multidocket…

edbac5e

…ed simultaneous attached was sent from a member case, add warning, refactor helpers

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          Merge branch 'staging' of https://github.com/ustaxcourt/ef-cms into 8…

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…477-s3-first-migration


          Merge branch '8477-s3-first-migration' of https://github.com/ustaxcou…

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…rt/ef-cms into 8477-s3-refactor


          Merge branch '8477-s3-refactor' of https://github.com/ustaxcourt/ef-cms…

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… into 8477-story


          8477: finish refactoring helpers and update unit tests

039f80b

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          Merge branch 'staging' of https://github.com/ustaxcourt/ef-cms into 8…

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…477-s3-first-migration


          Merge branch '8477-s3-first-migration' of https://github.com/ustaxcou…

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…rt/ef-cms into 8477-s3-refactor


          Merge branch '8477-s3-refactor' of https://github.com/ustaxcourt/ef-cms…

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… into 8477-story


          8477: rename showThings and fix TS errors

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Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: fix documentViewerHelper tests

b2a3b5a

Co-authored-by: Christie Laferriere <christie.laferriere.ctr@ustaxcourt.gov>


          8477: update TODO

7841db5

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