diff --git a/docassemble/CivilDocketingStatement/data/questions/civil_docketing_statement.yml b/docassemble/CivilDocketingStatement/data/questions/civil_docketing_statement.yml index 76bc276..28a07fa 100644 --- a/docassemble/CivilDocketingStatement/data/questions/civil_docketing_statement.yml +++ b/docassemble/CivilDocketingStatement/data/questions/civil_docketing_statement.yml @@ -86,8 +86,6 @@ comment: | id: interview_order_civil_docketing_statement code: | allowed_courts = [] - nav.set_section("review_civil_docketing_statement") - nav.set_section("introduction") al_intro_screen civil_docketing_statement_intro @@ -148,6 +146,7 @@ code: | service_date nav.set_section("signature") + civil_docketing_statement_preview_question # actual signature users[0].signature @@ -236,6 +235,9 @@ fields: show if: variable: filer_role is: attorney +validation code: | + if not (attorney_bbo.isdigit() and len(attorney_bbo) == 6): + validation_error("Enter a valid 6-digit BBO number.", field="attorney_bbo") --- id: case_info_screen question: | @@ -305,6 +307,10 @@ fields: - Zip: users[0].address.zip - Telephone: users[0].phone_number - Email: users[0].email + datatype: email +validation code: | + if not phone_number_is_valid(users[0].phone_number): + validation_error("Enter a valid phone number.", field="users[0].phone_number") --- id: info_judge1 question: | @@ -714,7 +720,7 @@ question: | subquestion: | By signing your name, you agree to our terms and conditions. -signature: user[0].signature +signature: users[0].signature --- # # Helper variable for templates + review screen: one "appellant name" to print everywhere # code: | @@ -734,20 +740,16 @@ subquestion: | Click the image to open it in a new tab. Click the "Edit answers" button to edit your answers. - ${ action_button_html(url_action('review_civil_docketing_statement'), label='Edit answers', color='info') } + ${ action_button_html(url_action('review_all_sections'), label='Edit answers', color='info') } Remember to come back to this window to continue and sign your form. continue button field: civil_docketing_statement_preview_question --- code: | - signature_fields = [] ---- -code: | - [user.address.address for user in users.complete_elements()] addresses_to_search = [user.address for user in users.complete_elements()] --- id: civil docketing statement word review screen -event: review_civil_docketing_statement +event: review_all_sections question: | Review your answers review: @@ -758,26 +760,46 @@ review: - Edit: users.revisit button: | - **Filer name (attorney or appellant)**: + **Filer name**: ${ users[0].name.full() } - # - Edit: appellant_name - # show if: filer_role == "attorney" - # button: | - # **Appellant name**: - # ${ appellant_name } - - Edit: attorney_bbo show if: filer_role == "attorney" button: | **Attorney BBO number**: ${ attorney_bbo } + - Edit: users[0].address.address + button: | + **Filer address**: + ${ users[0].address.on_one_line() } + + - Edit: users[0].phone_number + button: | + **Filer phone**: + ${ users[0].phone_number } + + - Edit: users[0].email + button: | + **Filer email**: + ${ users[0].email } + + - Edit: client.name.first + show if: filer_role == "attorney" + button: | + **Client name**: + ${ client.name.full() } + - Edit: appeal_docket_number button: | **Appeal docket number**: ${ appeal_docket_number } + - Edit: lower_docket_number + button: | + **Lower court docket number**: + ${ lower_docket_number } + - Edit: plaintiff_caption button: | **Plaintiff caption**: @@ -787,22 +809,221 @@ review: button: | **Defendant caption**: ${ defendant_caption } + + - Edit: inst_type + button: | + **Court or agency**: + ${ inst_type } + + - Edit: court_department + show if: inst_type == "Court" + button: | + **Court department**: + ${ court_department } + + - Edit: agency_name + show if: inst_type == "Agency" + button: | + **Agency name**: + ${ agency_name } + + - Edit: nature_of_case + button: | + **Nature of case**: + ${ nature_of_case_other if nature_of_case == "Other" else nature_of_case } + + - Edit: judge1 + button: | + **Judge 1**: + ${ judge1 } — ${ judge1_role } + + - Edit: judge2 + show if: has_judge2 + button: | + **Judge 2**: + ${ judge2 } — ${ judge2_role } + + - Edit: judge3 + show if: has_judge2 and has_judge3 + button: | + **Judge 3**: + ${ judge3 } — ${ judge3_role } + + - Edit: record_impounded + button: | + **Record impounded?**: + ${ "Yes" if record_impounded else "No" } + + - Edit: fully_impounded + show if: record_impounded + button: | + **Entire case impounded?**: + ${ "Yes" if fully_impounded else "No" } + + - Edit: impoundment_documents + show if: record_impounded and not fully_impounded + button: | + **Impounded documents**: + ${ impoundment_documents } + + - Edit: impoundment_details + show if: record_impounded + button: | + **Impoundment authority**: + ${ comma_and_list(impoundment_details.true_values()) } + + - Edit: appellate_issues + button: | + **Anticipated issues**: + ${ appellate_issues } + + - Edit: appeal_from_final_judgment + button: | + **Appeal from final judgment?**: + ${ "Yes" if appeal_from_final_judgment else "No" } + + - Edit: date_of_judgment + button: | + **Date of judgment/order appealed**: + ${ date_of_judgment } + + - Edit: interlocutory_appeal + show if: not appeal_from_final_judgment + button: | + **Basis for interlocutory appeal**: + ${ interlocutory_appeal } + + - Edit: date_of_notice + button: | + **Date notice of appeal filed**: + ${ date_of_notice } + + - Edit: motion_50b_filed + button: | + **Rule 50(b) motion filed?**: + ${ "Yes" if motion_50b_filed else "No" } + + - Edit: motion_50b_date_served + show if: motion_50b_filed + button: | + **Rule 50(b) date served**: + ${ motion_50b_date_served } + + - Edit: motion_52b_filed + button: | + **Rule 52(b) motion filed?**: + ${ "Yes" if motion_52b_filed else "No" } + + - Edit: motion_52b_date_served + show if: motion_52b_filed + button: | + **Rule 52(b) date served**: + ${ motion_52b_date_served } + + - Edit: motion_59_filed + button: | + **Rule 59 motion filed?**: + ${ "Yes" if motion_59_filed else "No" } + + - Edit: motion_59_date_served + show if: motion_59_filed + button: | + **Rule 59 date served**: + ${ motion_59_date_served } + + - Edit: motion_60_filed + button: | + **Rule 60 motion filed?**: + ${ "Yes" if motion_60_filed else "No" } + + - Edit: motion_60_date_served + show if: motion_60_filed + button: | + **Rule 60 date served**: + ${ motion_60_date_served } + + - Edit: other_filed + button: | + **Other motion filed?**: + ${ "Yes" if other_filed else "No" } + + - Edit: other_specify + show if: other_filed + button: | + **Other motion description**: + ${ other_specify } + + - Edit: other_date_served + show if: other_filed + button: | + **Other motion date served**: + ${ other_date_served } + + - Edit: related_appeals_parties + button: | + **Related appeals (same parties)?**: + ${ "Yes" if related_appeals_parties else "No" } + + - Edit: related_appeals_issues + button: | + **Related appeals (same issues)?**: + ${ "Yes" if related_appeals_issues else "No" } + + - Edit: related_appeals_case_name + show if: related_appeals_parties or related_appeals_issues + button: | + **Related case name**: + ${ related_appeals_case_name } + + - Edit: related_appeals_docket + show if: related_appeals_parties or related_appeals_issues + button: | + **Related docket number**: + ${ related_appeals_docket } + + - Edit: related_appeals_description + show if: related_appeals_parties or related_appeals_issues + button: | + **Related matter description**: + ${ related_appeals_description } + + - Edit: service_type + button: | + **Method of service**: + ${ service_type } + + - Edit: parties_to_be_served + button: | + **Parties to be served**: + ${ parties_to_be_served } + + - Edit: service_date + button: | + **Date of certificate of service**: + ${ service_date } --- +id: edit filer name continue button field: users.revisit question: | - Edit filer name + Edit your information subquestion: | ${ users.table } - - ${ users.add_action() } --- table: users.table rows: users columns: - Name: | row_item.name.full() if defined("row_item.name.first") else "" + - Address: | + row_item.address.on_one_line() if defined("row_item.address.address") else "" + - Phone: | + row_item.phone_number if defined("row_item.phone_number") else "" edit: - name.first + - name.last + - address.address + - phone_number + - email confirm: True --- id: download civil_docketing_statement @@ -814,7 +1035,7 @@ subquestion: | View, download and send your form below. Click the "Edit answers" button to fix any mistakes. - ${ action_button_html(url_action('review_civil_docketing_statement'), label='Edit answers', color='info') } + ${ action_button_html(url_action('review_all_sections'), label='Edit answers', color='info') } ${ al_user_bundle.download_list_html() } @@ -855,3 +1076,282 @@ attachment: docx template file: civil_docketing_statement.docx tagged pdf: True pdfa: True +--- +id: review user info section +event: review_user_info_section +question: | + Review: User Information +review: + - Edit: filer_role + button: | + **Filer role**: + ${ filer_role } + - Edit: users.revisit + button: | + **Filer name**: + ${ users[0].name.full() } + - Edit: attorney_bbo + show if: filer_role == "attorney" + button: | + **Attorney BBO number**: + ${ attorney_bbo } + - Edit: users[0].address.address + button: | + **Filer address**: + ${ users[0].address.on_one_line() } + - Edit: users[0].phone_number + button: | + **Filer phone**: + ${ users[0].phone_number } + - Edit: users[0].email + button: | + **Filer email**: + ${ users[0].email } + - Edit: client.name.first + show if: filer_role == "attorney" + button: | + **Client name**: + ${ client.name.full() } +--- +id: review case info section +event: review_case_info_section +question: | + Review: Case Information +review: + - Edit: appeal_docket_number + button: | + **Appeal docket number**: + ${ appeal_docket_number } + - Edit: lower_docket_number + button: | + **Lower court docket number**: + ${ lower_docket_number } + - Edit: plaintiff_caption + button: | + **Plaintiff caption**: + ${ plaintiff_caption } + - Edit: defendant_caption + button: | + **Defendant caption**: + ${ defendant_caption } + - Edit: inst_type + button: | + **Court or agency**: + ${ inst_type } + - Edit: court_department + show if: inst_type == "Court" + button: | + **Court department**: + ${ court_department } + - Edit: agency_name + show if: inst_type == "Agency" + button: | + **Agency name**: + ${ agency_name } + - Edit: nature_of_case + button: | + **Nature of case**: + ${ nature_of_case_other if nature_of_case == "Other" else nature_of_case } +--- +id: review judges section +event: review_judges_section +question: | + Review: Judge Information +review: + - Edit: judge1 + button: | + **Judge 1**: + ${ judge1 } — ${ judge1_role } + - Edit: judge2 + show if: has_judge2 + button: | + **Judge 2**: + ${ judge2 } — ${ judge2_role } + - Edit: judge3 + show if: has_judge2 and has_judge3 + button: | + **Judge 3**: + ${ judge3 } — ${ judge3_role } +--- +id: review impoundment section +event: review_impoundment_section +question: | + Review: Impoundment Details +review: + - Edit: record_impounded + button: | + **Record impounded?**: + ${ "Yes" if record_impounded else "No" } + - Edit: fully_impounded + show if: record_impounded + button: | + **Entire case impounded?**: + ${ "Yes" if fully_impounded else "No" } + - Edit: impoundment_documents + show if: record_impounded and not fully_impounded + button: | + **Impounded documents**: + ${ impoundment_documents } + - Edit: impoundment_details + show if: record_impounded + button: | + **Impoundment authority**: + ${ comma_and_list(impoundment_details.true_values()) } +--- +id: review appeal section +event: review_appeal_section +question: | + Review: Appeal Details +review: + - Edit: appellate_issues + button: | + **Anticipated issues**: + ${ appellate_issues } + - Edit: appeal_from_final_judgment + button: | + **Appeal from final judgment?**: + ${ "Yes" if appeal_from_final_judgment else "No" } + - Edit: date_of_judgment + button: | + **Date of judgment/order appealed**: + ${ date_of_judgment } + - Edit: interlocutory_appeal + show if: not appeal_from_final_judgment + button: | + **Basis for interlocutory appeal**: + ${ interlocutory_appeal } + - Edit: date_of_notice + button: | + **Date notice of appeal filed**: + ${ date_of_notice } + - Edit: motion_50b_filed + button: | + **Rule 50(b) motion filed?**: + ${ "Yes" if motion_50b_filed else "No" } + - Edit: motion_50b_date_served + show if: motion_50b_filed + button: | + **Rule 50(b) date served**: + ${ motion_50b_date_served } + - Edit: motion_52b_filed + button: | + **Rule 52(b) motion filed?**: + ${ "Yes" if motion_52b_filed else "No" } + - Edit: motion_52b_date_served + show if: motion_52b_filed + button: | + **Rule 52(b) date served**: + ${ motion_52b_date_served } + - Edit: motion_59_filed + button: | + **Rule 59 motion filed?**: + ${ "Yes" if motion_59_filed else "No" } + - Edit: motion_59_date_served + show if: motion_59_filed + button: | + **Rule 59 date served**: + ${ motion_59_date_served } + - Edit: motion_60_filed + button: | + **Rule 60 motion filed?**: + ${ "Yes" if motion_60_filed else "No" } + - Edit: motion_60_date_served + show if: motion_60_filed + button: | + **Rule 60 date served**: + ${ motion_60_date_served } + - Edit: other_filed + button: | + **Other motion filed?**: + ${ "Yes" if other_filed else "No" } + - Edit: other_specify + show if: other_filed + button: | + **Other motion description**: + ${ other_specify } + - Edit: other_date_served + show if: other_filed + button: | + **Other motion date served**: + ${ other_date_served } + - Edit: related_appeals_parties + button: | + **Related appeals (same parties)?**: + ${ "Yes" if related_appeals_parties else "No" } + - Edit: related_appeals_issues + button: | + **Related appeals (same issues)?**: + ${ "Yes" if related_appeals_issues else "No" } + - Edit: related_appeals_case_name + show if: related_appeals_parties or related_appeals_issues + button: | + **Related case name**: + ${ related_appeals_case_name } + - Edit: related_appeals_docket + show if: related_appeals_parties or related_appeals_issues + button: | + **Related docket number**: + ${ related_appeals_docket } + - Edit: related_appeals_description + show if: related_appeals_parties or related_appeals_issues + button: | + **Related matter description**: + ${ related_appeals_description } +--- +id: review service section +event: review_service_section +question: | + Review: Certificate of Service +review: + - Edit: service_type + button: | + **Method of service**: + ${ service_type } + - Edit: parties_to_be_served + button: | + **Parties to be served**: + ${ parties_to_be_served } + - Edit: service_date + button: | + **Date of certificate of service**: + ${ service_date } +--- +id: sidebar introduction +event: introduction +code: | + force_ask('review_all_sections', forget_prior=True) +--- +id: sidebar user information +event: user_information +code: | + force_ask('review_user_info_section', forget_prior=True) +--- +id: sidebar case info +event: case_info +code: | + force_ask('review_case_info_section', forget_prior=True) +--- +id: sidebar judges +event: judges +code: | + force_ask('review_judges_section', forget_prior=True) +--- +id: sidebar impoundment +event: impoundment +code: | + force_ask('review_impoundment_section', forget_prior=True) +--- +id: sidebar appeal info +event: appeal_info +code: | + force_ask('review_appeal_section', forget_prior=True) +--- +id: sidebar service +event: service +code: | + force_ask('review_service_section', forget_prior=True) +--- +id: sidebar signature +event: signature +code: | + force_ask('review_all_sections', forget_prior=True) \ No newline at end of file diff --git a/docassemble/CivilDocketingStatement/data/templates/civil_docketing_statement.docx b/docassemble/CivilDocketingStatement/data/templates/civil_docketing_statement.docx index 63cd6a8..8fbd8e2 100644 Binary files a/docassemble/CivilDocketingStatement/data/templates/civil_docketing_statement.docx and b/docassemble/CivilDocketingStatement/data/templates/civil_docketing_statement.docx differ diff --git a/docassemble/CivilDocketingStatement/data/templates/civil_docketing_statement_next_steps.docx b/docassemble/CivilDocketingStatement/data/templates/civil_docketing_statement_next_steps.docx index 105a4b0..3306a34 100644 Binary files a/docassemble/CivilDocketingStatement/data/templates/civil_docketing_statement_next_steps.docx and b/docassemble/CivilDocketingStatement/data/templates/civil_docketing_statement_next_steps.docx differ