Caseflow: Echo engineering team lines of effort

[lowellrex]

Echo engineering team's objective is to enable all teams to track and act on appeals as they move through the board. To that end we have four major lines of effort:

1. Viewing information about a single appeal
2. Displaying collections of appeals
3. Representing work on appeals as elements of a task tree
4. Staggered pilot releases of the above functionality to different Board teams

The broader Caseflow team is tracking the roadmap and timelines on a shared mural and using a waffle board to track various tickets that need to be completed.

In July, the Echo team adopted a strategy of voting for determining the level-of-effort estimate for each ticket. A dedicated Github ticket details this initiative in more detail.

1. Single appeal view

This initiative encompasses all of the work that will be done on the case details page. It includes case timeline and the various case details refinements.

2. Collection of appeals views

This includes case search as well as the many different incarnations of the queue table views (judges, attorneys, colocated, generic, all cases view).

3. Task tree

This is somewhat of a catch-all for the plumbing needed to make the task model work: organizational membership, task actions improvements, and maturing/extension of the task model.

4. Pilots

Currently we are piloting the queue functionality with the co-located administrative support team, Board judges, VSOs, and the quality review team. Upcoming pilots include Mail, litigation support, FOIA, and AOD.

[lowellrex]

Election sprint (5-18 Nov) priorities

Hey @joeyyang @rkreyhsig, for the next few sprints I am going to attach tickets to the priorities that we lay out in sprint planning so we have a single reference point for which tickets we should focus on. We probably won't finish all of these tickets, but I think it could be a helpful way to guide the work we do during this two week period. Let's see how this works for us, and let me know when y'all think of ways to make this more useful. Also, I will continue to keep the waffle board up to date if that fits your personal taste more.

1. Single appeal view _(Ricardo)_

1. :white_check_mark: Improve appearance of on hold label for tasks with no on_hold_duration
2. :white_check_mark: Hide link to edit AOD from people who cannot edit AOD
3. Display completed tasks in case timeline
4. Move task information and actions into new lockup

2. Collection of appeals views _(Joey)_

1. :white_check_mark: Add tabs for organization queues (merged in https://github.com/department-of-veterans-affairs/caseflow/pull/7687)
2. :white_check_mark: Add tab for "Completed" and "On hold" tasks for AMA cases in attorney queues (merged in https://github.com/department-of-veterans-affairs/caseflow/pull/7765)
3. :white_check_mark: Add Assigned to for AMA/RAMP appeals (merged in https://github.com/department-of-veterans-affairs/caseflow/pull/7783)
4. Add Higher Level Reviews and Supplemental Claims

3. Task Tree

1. Move organization membership into the OrganizationsUser model
2. :white_check_mark: Allow member of same team to re-assign an already assigned task
3. :white_check_mark: Prevent creation of duplicate GenericTasks
4. Remove action column from task table

4. Pilots

1. :white_check_mark: Move co-located to standard organization model
2. :white_check_mark: Create team view for co-located team
3. Show "send to team" options for all colocated legacy tasks

[lowellrex]

Thanksgiving sprint (19 Nov - 2 Dec) priorities

@joeyyang @rkreyhsig, below are tickets related to this sprint's higher-level priorities.

1. Single appeal view _(Ricardo)_

1. :white_check_mark: Display completed tasks in case timeline
2. :white_check_mark: Order issues properly in case details
3. Universal case title
4. Move task information and actions into new lockup

2. Collection of appeals views _(Joey)_

1. Add Higher Level Reviews and Supplemental Claims
2. Enable navigation between different queues (under review in https://github.com/department-of-veterans-affairs/caseflow/pull/8012)
3. Display all AMA appeals for which VSO is the representative in a new queue view
4. Identify and mark cases as specialty case teams

3. Mail Pilot

1. :white_check_mark: Allow creation of mail tasks as children of on_hold root tasks
2. Create mail task modal routes to team based on task type
3. Creating mail task should return user to case details page

4. VLJ Support Staff (formerly co-located) Pilot

1. :white_check_mark: Do not assign ColocatedTasks to admins
2. Allow VLJ Support staff to reassign tasks to other members of the same team
3. Show "send to team" options for all colocated legacy tasks
4. Enable VLJ support (colocated) to route Privacy (FOIA) tasks to Caseflow org queue

5. Task Tree

1. Move judge teams into new organization model
2. Remove action column from task table

6. Other Pilots

1. Display all AMA appeals for which VSO is the representative in a new queue view
2. :white_check_mark: Show POA and Veteran information in Case Details page for VSO employees.

[lowellrex]

Hawaiian sprint (3-16 Dec) priorities

@joeyyang @rkreyhsig @tomas-nava, below are tickets related to this sprint's higher-level priorities.

1. Single appeal view _(Ricardo)_

1. ✅Universal case title
2. Move task information and actions into new lockup
3. ✅Hide duplicate tasks from case timeline

2. Collection of appeals views _(Joey)_

1. Identify and mark cases as specialty case teams
2. ✅Move cases with assigned admin actions to attorneys on hold tab for legacy cases
3. Display all AMA appeals for which VSO is the representative in a new queue view (under review in https://github.com/department-of-veterans-affairs/caseflow/pull/8085)
4. Add Higher Level Reviews and Supplemental Claims

3. Task Tree _(Tomas)_

1. ✅Filter out JudgeTeam membership from queue selector
2. ✅Complete judge team membership move to JudgeTeam model
3. ✅Create subclasses of JudgeTask for two JudgeTask actions
4. ✅Simplify Task.update_from_params authorization logic

4. Mail Pilot

1. Create mail task modal routes to team based on task type
2. Creating mail task should return user to case details page

5. VLJ Support Staff (formerly co-located) Pilot

1. Enable VLJ support (colocated) to route Privacy (FOIA) tasks to Caseflow org queue
2. ✅Allow attorneys to create multiple admin actions for a single case

[lowellrex]

Solstice sprint (17-30 Dec) priorities

@joeyyang @rkreyhsig @tomas-nava, below are tickets related to this sprint's higher-level priorities.

1. Single appeal view _(Ricardo)_

1. ✅Move task information and actions into new lockup
2. ✅Persist legacy and caseflow tasks when loading case details page
3. ✅Show multiple tasks in active tasks component
4. ✅Add VLJ and Attorney working case to Universal Case Title
5. ✅Add link/button to show/hide task instructions

2. Collection of appeals views _(Joey)_

1. Identify and mark cases as specialty case teams
2. Add Higher Level Reviews and Supplemental Claims
3. Navigate to judge assign view by the queue selector dropdown
4. Remove pending action tab
5. Properly update global store after checkout flows (cc @tomas-nava)

3. Task Tree _(Tomas)_

1. ✅Create subclass for JudgeTasks created by Quality Review
2. ⛔️Automatically create Translation task after Caseflow Intake
3. Remove now outdated Task.mark_as_complete! method
4. Use available task actions to determine whether we can create a child task
5. Add "Return to attorney for corrections" option for JudgeReviewTasks

4. Mail Pilot

1. Create mail task modal routes to team based on task type
2. ✅Creating mail task should return user to case details page

5. VLJ Support Staff (formerly co-located) Pilot

1. ✅ Enable VLJ support (colocated) to route Privacy (FOIA) tasks to Caseflow org queue
2. Allow attorneys to create multiple admin actions for a single case

6. Other Pilots

1. Investigate current translation queue access Not addressing this sprint (or maybe ever)
2. Scale back number of AMA cases sent to QR

[lowellrex]

Second helpings sprint (31 Dec-13 Jan) priorities

@joeyyang @rkreyhsig @tomas-nava, below are tickets related to this sprint's higher-level priorities.

1. Single appeal view

1. ✅Show "+ Add a new task" button in active tasks title bar
2. ✅Simplify logic in TaskSnapshot component
3. Show task instructions in case timeline

2. Collection of appeals views

1. Identify and mark cases as specialty case teams
2. ✅Add Higher Level Reviews and Supplemental Claims
3. Navigate to judge assign view by the queue selector dropdown
4. Remove pending action tab
5. Properly update global store after checkout flows

3. Task Tree

1. ✅Create subclass for JudgeTasks created by Quality Review
2. ⛔️Automatically create Translation task after Caseflow Intake
3. ✅Remove now outdated Task.mark_as_complete! method
4. Use available task actions to determine whether we can create a child task
5. Add "Return to attorney for corrections" option for JudgeReviewTasks

4. Mail Pilot

1. ✅Create mail task modal routes to team based on task type

5. VLJ Support Staff (formerly co-located) Pilot

1. ✅Allow attorneys to create multiple admin actions for a single case

6. Other Pilots

1. ✅Scale back number of AMA cases sent to QR

[lowellrex]

Drum major sprint (14-27 Jan) priorities

@joeyyang @rkreyhsig @tomas-nava, below are tickets related to this sprint's higher-level priorities.

1. Single appeal view

1. ✅Show task instructions in case timeline
2. Display incomplete but non-actionable tasks in case timeline

2. Collection of appeals views

1. (Joey, https://github.com/department-of-veterans-affairs/caseflow/pull/8904) Display hearing badge in queue table views
2. (Joey) Identify and mark cases as specialty case teams
3. (Tomas) Navigate to judge assign view by the queue selector dropdown
4. (Hunter) Remove pending action tab
5. (Joey, https://github.com/department-of-veterans-affairs/caseflow/pull/8944) Add task label column to judge queue table
6. (Joey, https://github.com/department-of-veterans-affairs/caseflow/pull/8947) Add user column to team queue table
7. Add way to navigate to organization's user admin page
8. ✅ Hide attorneys' "On Hold" cases from Judge assign view

3. Task Tree

1. ✅Rely on automatic child task creation when assigning ColocatedTasks
2. ✅Add "Return to attorney for corrections" option for JudgeReviewTasks
3. ✅Rely on automatic child task creation when assigning BvaDispatchTask
4. ✅Use RoundRobinTaskDistributor in JudgeAssignTask

4. VLJ Support Staff (formerly co-located) Pilot

1. ✅Make notes field required when placing case on hold
2. ✅Allow judges to send admin actions to VLJ support
3. Allow team admins to view and act on currently active tasks
4. ✅Add "send to translation" action to ColocatedTasks
5. ✅Prevent tasks for completed legacy appeals from appearing in VLJ support staff queues
6. ✅Improve VLJ support staff test data

5. VSO Pilot

1. Display all AMA appeals for which VSO is the representative in a new queue view
2. Create IHP-writing VSO organizations

[lowellrex]

Superb Owl sprint (28 Jan - 10 Feb) priorities

@joeyyang @tomas-nava, below are tickets related to this sprint's higher-level priorities.

1. VSO Pilot

1. ⭐️ (Lowell) Display all AMA appeals for which VSO is the representative in a new queue view
2. ✅ Hide assign to team option from VSOs
3. Create IHP-writing VSO organizations
4. Hide case hearings details from VSOs on the Case details page

2. Task Tree

1. ⭐️ ✅ Automatically create Translation task after Caseflow Intake
2. (Tomas) Reduce response times when requesting legacy tasks
3. (Lowell) Add ability to cancel tasks
4. Use JudgeTeams to determine judges and attorneys

3. Collection of appeals views

1. ⭐️ ✅ Add user column to team queue table
2. (Joey) Display hearing badge in queue table views
3. (Joey) Identify and mark cases as specialty case teams
4. ✅ Navigate to judge assign view by the queue selector dropdown
5. (Hunter) Remove pending action tab
6. ✅ Add task label column to judge queue table
7. Add way to navigate to organization's user admin page
8. Remove deadline for Legacy cases

4. Single appeal view

1. ✅ Display incomplete but non-actionable tasks in case timeline
2. Display data source for Veteran address

5. VLJ Support Staff (formerly co-located) Pilot

1. Allow team admins to view and act on currently active tasks
2. Dispatched LegacyAppeals still showing up in VLJ Support Staff queues

6. Board Dispatch

1. ✅Give BVA dispatch organization a team queue
2. Allow BVA dispatch to return cases to Judges

[lowellrex]

Suribachi sprint (11-24 Feb) priorities

@joeyyang @tomas-nava, below are tickets related to this sprint's higher-level priorities.

1. VSO Pilot

1. (Lowell) Display all AMA appeals for which VSO is the representative in a new queue view
2. ✅ Create IHP-writing VSO organizations
3. ✅ Hide case hearings details from VSOs on the Case details page
4. ✅ Add IHP tasks for all PVA cases

2. Task Tree

1. 🔜 Reduce response times when requesting legacy tasks
2. ✅ Add ability to cancel tasks
3. (Joey, #9499) Add action to cancel task in actions dropdown
4. Use JudgeTeams to determine judges and attorneys
5. ✅ Refactor RoundRobinTaskDistributor

3. Collection of appeals views

1. ✅ Show "assigned to" for all AMA caseflow tasks
2. (Joey, #9523) Show most relevant assignee for caseflow tasks attached to legacy appeals
3. ✅ Display hearing badge in queue table views
4. (Joey) Identify and mark cases as specialty case teams
5. ✅ Remove pending action tab
6. ✅ Remove deadline for Legacy cases

4. Single appeal view

1. Prevent VSO and Board employees from viewing case details pages for cases they don't access
2. Configure Case Details function

5. VLJ Support Staff (formerly co-located) Pilot

1. Reassign VLJ Support Staff cases
2. ✅ Allow team admins to view and act on currently active tasks

[lowellrex]

Schwarzkopf sprint (25 Feb-10 Mar) priorities

@joeyyang @tomas-nava @annekainicUSDS @youngfreezy, below are tickets related to this sprint's higher-level priorities.

1. Hearing schedule

1. ✅ ✅ Rename HoldHearingTask to DispositionTask _MEDIUM_
2. ✅ Add application logic when cancelling DispositionTask _MEDIUM_
3. Add method to mark a DispositionTask as "held" _MEDIUM_
4. ✅ Add method to mark a DispositionTask as a no-show _SMALL_
5. (LOWELL) Create NoShowHearingTask _LARGE_
6. Create postponement modal for NoShowHearingTask _SMALL_

2. VSO and Private Attorneys

1. ✅ Display all AMA appeals for which VSO is the representative in a new queue view
2. ✅ Cancel IHP tasks for AMA hearing docket appeals
3. ✅ Add method to easily create Field VSOs
4. ~Give private attorneys access to Caseflow Queue~ (Blocked until further notice)

3. Task Tree

1. Enable all tasks to be placed on hold
2. ✅ Allow notes to be added when task is closed
3. (Joey, https://github.com/department-of-veterans-affairs/caseflow/pull/9499) Add action to cancel task in actions dropdown
4. Use JudgeTeam membership to determine judges and attorneys
5. Prevent multiple clicks from creating multiple tasks

4. Collection of appeals views

1. (✅)Show most relevant assignee for caseflow tasks attached to legacy appeals
2. Identify and mark cases as specialty case teams
3. (Joey, https://github.com/department-of-veterans-affairs/caseflow/pull/9805) Add filtering to the Assigned to column
4. Search results incorrectly shows decision date for undecided appeal

5. Single appeal view

1. Prevent VSO and Board employees from viewing case details pages for cases they don't represent
2. Configure Case Details function
3. Explicitly state when there is no POA for an AMA appeal
4. ✅ Display data source for Veteran address
5. Hide appellant info if same as Veteran
6. Hide RootTasks from CaseTimeline

6. Other Pilots

1. Reassign VLJ Support Staff cases
2. Manually cancel ColocatedTasks for dispatched appeals
3. Adjust options for schedule hearing admin actions from attorneys

7. Frontend improvements

1. Create bulk assign tasks modal for hearings management
2. Add button on hearings management team queue view for bulk assignment
3. Create endpoint that accepts requests to bulk assign hearings management tasks
4. Batch new doc badge/doc counts/hearing info calls from the frontend

[lowellrex]

Canine Veterans sprint (11-24 Mar) engineering priorities

1. Hearing schedule

1. ✅ Add method to mark a DispositionTask as "held" _MEDIUM_
2. ✅ Create NoShowHearingTask _LARGE_
3. ✅ Create postponement modal for NoShowHearingTask _SMALL_
4. ❇️ Create nightly job to update DispositionTask if hearing disposition changed _MEDIUM_
5. (TOMAS) Create new ChangeHearingDispositionTask for stale hearings _SMALL_
6. (TOMAS) Create ChangeHearingDispositionTask class and actions _MEDIUM_

2. Bugs 🐞👟

1. ✅ Enable folks to visit queues that contain tasks associated with deleted LegacyAppeals _not pointed_
2. ✅ Stop changing JudgeTask type when ColocatedTasks are completed _SMALL_
3. ✅ Manually cancel ColocatedTasks for dispatched appeals _MEDIUM_
4. Resolve Caseflow::Error::ClientRequestErrors from efolder _not pointed_
5. ✅ Stop throwing a ActionForbiddenErrors when attorneys visit case details pages from ColocatedTasks in their queue _SMALL_

3. Collection of appeals views

1. ❌ Search results incorrectly shows decision date for undecided appeal _MEDIUM_

4. Single appeal view

1. ✅ Explicitly state when there is no POA for an AMA appeal _SMALL_

5. Frontend improvements

1. (ANNE) Create bulk assign tasks modal for hearings management _SMALL_
2. Add button on hearings management team queue view for bulk assignment _SMALL_
3. (TOMAS) Create endpoint that accepts requests to bulk assign hearings management tasks (back-end work required) _MEDIUM_
4. Batch new doc badge/doc counts/hearing info calls from the frontend _not pointed_

[lowellrex]

Cherry Blosson sprint (25 Mar-7 Apr) engineering priorities

1. Hearing schedule

1. (TOMAS) Create new ChangeHearingDispositionTask for stale hearings _SMALL_
2. ✅ Create ChangeHearingDispositionTask class and actions _MEDIUM_
3. ✅ Create nightly job to update DispositionTask if hearing disposition changed _MEDIUM_

2. Frontend Bugs 💻🐞👟

1. Properly update queues to include newly created tasks
2. ✅ Fix case timeline order
3. Fix NaN for days on hold field in task snapshot
4. ✅ Hide duplicate tasks from case timeline
5. ✅ Hide duplicate organization tasks from Task Snapshot
6. Fix scroll for task type (Note: This bug affects our Queue users, but is it actually something style guide related? Intake is also working on this in the Intake tool + their issue is reference in the ticket.)
7. Fix "assign to person" functionality
8. Prevent tasks from duplicating (Note: this ticket might not be a bug and might fall under the category of a re-factor)
9. ✅ Click outside of queue selector to dismiss dropdown

3. Backend Bugs 📟🐞👟

1. ✅ Manually cancel ColocatedTasks for dispatched appeals
2. Resolve Caseflow::Error::ClientRequestErrors from efolder
3. ✅ Prevent Caseflow users from viewing case details pages with sensitivity levels above their allowance

[lowellrex]

Appomattox sprint (8-21 Apr) engineering priorities

@kevmo, below are tickets that you and I will be working on related to this sprint's higher-level priorities.

1. Hearings

1. ✅ Create ChangeHearingDispositionTask class and actions #9885
2. ✅ Create new ChangeHearingDispositionTask for stale hearings #9833

2. VSO

1. (LOWELL) Give private attorneys access to Queue #9527
2. ✅Enable way to make user an admin of an organization in web UI #7974
3. (KEVIN) Cancel all tasks assigned to old VSO when appellant representation changes #10214

3. Task platform

1. ✅Fix "Assign to person" action for mail tasks #9964
2. (KEVIN) Create ScheduleHearingTasks for ColocatedTasks with the schedule_hearing action #10354
3. ✅Stop creating duplicate TrackVeteranTasks #10336
4. (KEVIN) Create PrivacyActTask subclass of GenericTask #10002

4. Performance

1. ✅Write ticket to explore implementation for queue table view pagination #10470
2. ✅Reduce UpdateAppellantRepresentationJob slack messages #10227
3. ✅Remove attorney_assignment_to_colocated feature toggle #10000

[lowellrex]

Primavera sprint (22 Apr-5 May) engineering priorities

@kevmo @lomky, below are tickets that we will be working on related to this sprint's higher-level priorities.

1. Queue table view

1. Exclude TrackVeteranTasks from Appeal.assigned_to_location determination #10368
2. ⭐ Pass columns to display in queue table view from back-end #10049
3. Use QueueOrganizationDropdown for judges' queue navigation element #10048
4. Display task column in attorney queue table view #8731

2. Case details view

1. Explicitly exclude RootTasks from case timeline #8435
2. Show assigned to label for tasks assigned to organizations #10306

3. Task platform

1. ✅ Cancel all tasks assigned to old VSO when appellant representation changes #10214
2. ✅ Create ScheduleHearingTasks for ColocatedTasks with the schedule_hearing action #10354
3. (KEVIN) Create PrivacyActTask subclass of GenericTask #10002
4. ✅ Throw error if we attempt to create a second RootTask for an Appeal #10369
5. ⭐ (LOWELL) Allow individual queue folks to place tasks on hold #9207

4. Organization model

1. (LOWELL) Give private attorneys access to Queue #9527
2. (KAT) Require unique url path for Organizations #8169
3. ✅ Restrict list of users on team admin page for VSOs #10371

5. Performance

1. Investigate why attorney's signed case is in On Hold #8810

[lowellrex]

Victoire sprint (6-19 May) engineering priorities

@kevmo @lomky @hschallhorn, below are tickets that we will be working on related to this sprint's higher-level priorities.

1. Queue table view

1. ⭐ (KEVIN) Use customColumns to build task table for OrganizationQueue #10619 (pagination)
2. ⭐ Build OrganizationQueue from static configuration #10620 (pagination)
3. ✅ Exclude TrackVeteranTasks from Appeal.assigned_to_location determination #10368
4. ✅ Use QueueOrganizationDropdown for judges' queue navigation element #10048
5. ✅ Display task column in attorney queue table view #8731

2. Case details view

1. ✅ Explicitly exclude RootTasks from case timeline #8435
2. ✅ Show assigned to label for tasks assigned to organizations #10306

3. Task platform

1. ⭐ (KAT) Allow BVA dispatch to return cases to Judges #8693
2. ⭐ (LOWELL) Allow individual queue folks to place tasks on hold #9207
3. (data cleanup) Create PrivacyActTask subclass of GenericTask #10002
4. Create module for creating root tasks for appeals #10601
5. Stop changing JudgeTask type #8408
6. ✅ Show reassigned ColocatedTasks in AttorneyQueue #10575
7. Write tech spec to outline how we will remove cases from attorneys' queues when schedule hearing admin actions are created #9781

4. Organization model

1. ✅ Require unique url path for Organizations #8169
2. Write tech spec to allow judge team admins to view and action on that judge's work #10551
3. ✋ Give private attorneys access to Queue #9527 (Blocked)

5. Performance

1. Investigate why attorney's signed case is in On Hold #8810

[lowellrex]

Ridgway sprint (20 May - 2 June) engineering priorities

@kevmo @lomky @hschallhorn, below are tickets that we will be working on related to this sprint. We will be using Zenhub to track progress on tickets.

1. Pagination

1. ✅ Use customColumns to build task table for OrganizationQueue #10619
2. ⭐ (KEVIN) Build OrganizationQueue from static configuration #10620

2. Data cleanup

1. ⭐ (Hunter) Investigate why attorney's signed case is in On Hold #8810
2. Legacy Appeal appears in Assigned and On Hold attorney tabs https://github.com/department-of-veterans-affairs/appeals-support/issues/5293
3. (KEVIN) Create PrivacyActTask subclass of GenericTask #10002
4. ✅ Move creation of new timed holds for ColocatedTasks to TimedHoldTasks #9207
5. ✅ Create AttorneyQualityReviewTask class #10691

3. Task platform

1. ✅ Allow BVA dispatch to return cases to Judges #8693
2. ✅ Create module for creating root tasks for appeals #10601
3. ✅ Stop cascading task closure at organization boundary #10324
4. Add back-end support for changing Task type #10826 (NEEDS ESTIMATION)
5. ✅ Give AttorneyRewriteTask a label #10690

4. Increase Access to Queue

1. ✅ Give private attorneys access to Queue #9527

[lowellrex]

Omaha sprint (3-16 June) engineering priorities

@kevmo @lomky @hschallhorn, below are tickets that we will be working on related to this sprint. We will be using Zenhub to track progress on tickets. This workload assumes that the Echo team will be able to dedicate 5 developer weeks of time this sprint.

1. Pagination

1. ✅ ⭐ (KEVIN) Build OrganizationQueue from static configuration #10620
2. ✅ (LOWELL) Pass columns to display in queue table view from back-end #10049

2. Board groups

1. ⭐ (KAT) Write tech spec to allow judge team admins to view and action on that judge's work #10551
2. ⭐ Do the work resulting from the above tech spec
3. Write tech spec to outline how we will remove cases from attorneys' queues when schedule hearing admin actions are created #9781

3. Task platform

1. (HUNTER) Stop changing JudgeTask type #8408
2. ✅ Add back-end support for changing Task type #10826

4. Data cleanup

1. (HUNTER) Investigate why attorney's signed case is in On Hold #8810
2. ✅ Legacy Appeal appears in Assigned and On Hold attorney tabs https://github.com/department-of-veterans-affairs/appeals-support/issues/5293
3. (KEVIN) Clean up remaining non-PrivacyActTask GenericTasks #10002

[lowellrex]

Marianas sprint (17-30 June) engineering priorities

@kevmo @lomky @hschallhorn, below are tickets that we will be working on related to this sprint. We will be using Zenhub to track progress on tickets. This workload assumes that the Echo team will be able to dedicate 7 developer weeks of time this sprint.

1. ⭐ Pagination

1. ✅ Use back-end configuration to generate components on the front-end #11045
2. ✅ Pass task info as part of queue config from back-end #11049
3. ✅ Implement paging on back-end #11053
4. (LOWELL) Enable TaskTable to use API requests to paginate, filter, and sort tasks #11054
5. Allow back-end to accept sorting and filtering #11052

2. Board groups

1. ✅ Write tech spec to create DVC teams to view and action on that DVC's work #10551
2. ⭐ (KAT) Allow Judges to Reassign JudgeTasks from or to themselves #11120
3. Write tech spec to outline how we will remove cases from attorneys' queues when schedule hearing admin actions are created #9781
4. ✅ Automatically add VSO staff to VSO organization in Caseflow #11041

3. Task platform

1. ✅ Stop changing JudgeTask type #8408

4. Data cleanup

1. ✅ Investigate why attorney's signed case is in On Hold #8810
2. ✅ Clean up remaining non-PrivacyActTask GenericTasks #10002

[lowellrex]

Independence sprint (1-14 July) engineering priorities

@kevmo @lomky @hschallhorn, below are tickets that we will be working on related to this sprint. We will be using Zenhub to track progress on tickets.

1. Pagination (#10470)

1. ✅ Allow back-end to accept sorting #11052
2. ✅ Use API for sorting on org queue tables #11054
3. Enable back-end sorting of tasks by docket type and number #11311
4. Enable back-end sorting of tasks by appeal type #11315
5. Enable back-end sorting of tasks by issue count #11314
6. ✅ Limit queue table view for Field VSOs to tracking tasks tab #9757

2. Organizations

1. ✅ Allow Judges to Reassign JudgeTasks from or to themselves #11120
2. (KAT) Allow Super AOD to distribute cases out of order #11263
3. Enable full SSC work #11118

3. Tasks

1. ⭐(HUNTER) Change routing of admin actions #11113
2. Prevent duplicate TranslationTasks for an appeal #11176
3. 🚫 (BLOCKED) Create alert for CASEFLOW-charged VACOLS appeals with no active tasks #11183
4. ✅ Confirm fix for ColocatedTasks charged to wrong location in VACOLS worked #11152
5. ✅ Fix MailTask.pending_hearing_task? #10823

[lowellrex]

Rapinoe sprint (15-28 July) engineering priorities

@kevmo @lomky @hschallhorn, below are tickets that we will be working on related to this sprint. We will be using Zenhub to track progress on tickets.

1. Pagination (#10470)

1. (KEVIN) Enable back-end sorting of tasks by docket type and number #11311
2. ✅ Instrument UpdateCachedAppealsAttributesJob #11519
3. Enable back-end sorting of tasks by appeal type #11315
4. Enable back-end sorting of tasks by issue count #11314
5. ✅ Fix BulkAssignModal when front-end does not have access to all tasks #11349
6. ✅ Only serialize fields displayed in columns for paginated queues #11334

2. Organizations

1. (KAT) Allow Super AOD to distribute cases out of order #11263
2. 🚫(BLOCKED) Write tech spec to outline how we will remove cases from attorneys' queues when schedule hearing admin actions are created #9781

3. Tasks

1. ⭐ (HUNTER) Change routing of admin actions #11113
2. Prevent duplicate TranslationTasks for an appeal #11176
3. (HUNTER) Add On Hold tab to team queues #9341
4. 🚫 (BLOCKED) Create alert for CASEFLOW-charged VACOLS appeals with no active tasks #11183
5. ✅ Allow VLJ support staff admins to mark tasks complete #9677
6. ✅ Migrate ColocatedTasks to their respective subclasses #11337
7. 🚫(BLOCKED) Automatically end IHP tasks after a set period of time #10824
8. ✅ Add Stayed appeal admin action task for AMA and Legacy appeals #11278

[lowellrex]

Husky sprint (29 July - 11 Aug) engineering priorities

@kevmo @lomky @hschallhorn, below are tickets that we will be working on related to this sprint. We will be using Zenhub to track progress on tickets.

1. Pagination (#10470)

1. ✅ Enable back-end sorting of tasks by docket type and number #11311
2. (KAT) Enable back-end sorting of tasks by appeal type #11315
3. ✅ Enable back-end sorting of tasks by issue count #11314
4. ✅ Enable back-end sorting of tasks by Veteran last name #11312
5. ✅ Enable back-end sorting of tasks by regional office #11313
6. Enable back-end sorting of tasks by assignee name #11316
7. ✅ Enable back-end sorting of tasks by number of days on hold #11317
8. (KEVIN) Enable back-end sorting of tasks by assigner #11318
9. ✅ Allow organization queue table configuration to accept filtering #11307

2. Tasks

1. ✅ Change routing of admin actions #11113
2. (KAT) Prevent duplicate TranslationTasks for an appeal #11176
3. ✅ Add On Hold tab to team queues #9341
4. ✅ Remove ColocatedTask.on_hold_duration_is_set() #11522
5. ✅ Remove code with behavior based on ColocatedTask action field #11526
6. ✅ TaskTimer Bug for Manually Closed Parent Tasks #11442
7. ✅ Refactor JudgeTask to inherit from GenericTask #7630
8. ✅ Fix CASEFLOW-charged VACOLS appeals with no active tasks #11183

3. Organizations

1. ✅ Allow Super AOD to distribute cases out of order #11263

[lowellrex]

Roosevelt sprint (12-25 Aug) engineering priorities

@kevmo @lomky @hschallhorn, below are tickets that we will be working on related to this sprint. We will be using Zenhub to track progress on tickets.

1. Pagination (epic #10470)

1. ✅ Enable back-end sorting of tasks by appeal type #11315
2. (KEVIN) Enable back-end sorting of tasks by assigner #11318
3. (KAT) Enable back-end sorting of tasks by assignee name #11316
4. (LOWELL) Include filterable values in queue config response to front-end #11509
5. 🚫 (BLOCKED) Enable TaskTable to use API requests to filter tasks #11309
6. 🚫 (BLOCKED) Cache responses from queue pagination API #11310

2. Odds and ends

1. ✅ Allow VSO Caseflow users to search for Legacy cases #11650
2. ✅ Write tech spec describing how to mark Caseflow users as inactive #11631
3. ✅ Extend the CaseflowJob class with Duration Report Option #11626

3. Front-end

1. ✅ Give acting judges dropdown link to assign cases view #11570
2. ✅ Better Wording for Organization Management Page #11613
3. ✅ Change mark task complete label for ColocatedTasks created by judges #8759
4. ✅ Sort queue by case type when attempting to sort by case type #11687

4. Task model

1. (KAT) Prevent duplicate TranslationTasks for an appeal #11176
2. (LOWELL) Remove action column from tasks table #9057
3. 🚫(BLOCKED) Remove old-style hold code and db column #10896
4. ✅ Improve design of blocking MailTasks #11590
5. ✅ Refactor ColocatedTask to inherit from GenericTask #11605
6. ✅ Refactor AttorneyTask to inherit from GenericTask #11606
7. Unify GenericTask and Task classes #11607

[lowellrex]

Tsavo sprint (26 Aug - 8 Sep) engineering priorities

@kevmo @lomky @hschallhorn, below are tickets that we will be working on related to this sprint. We will be using Zenhub to track progress on tickets.

1. Pagination (epic #10470)

1. (KEVIN) Enable back-end sorting of tasks by assigner #11318
2. ✅ Enable back-end sorting of tasks by assignee name #11316
3. ✅ Include filterable values in queue config response to front-end #11509
4. (LOWELL) Investigate cache job runtime increase #11760
5. ✅ Enable remaining three task queue filters on back-end #11888
6. (HUNTER) Enable TaskTable to use API requests to filter tasks #11309
7. 🚫 (BLOCKED) Cache responses from queue pagination API #11310

2. Task model

1. (KAT) Prevent duplicate TranslationTasks for an appeal #11176
2. (KEVIN) Unify GenericTask and Task classes #11607
3. ✅ Only make VACOLS request in eager_load_legacy_appeals_for_tasks if necessary #11719

3. Odds and ends

1. (KAT) Handle tasks assigned to users that become inactive or are removed from organizations #11811
2. ✅ Hide appellant info if same as Veteran #8628
3. ✅ Extend QueueConfig to work for individual (non-org) users #11696

[hschallhorn]

Hines sprint (9 Sept - 22 Sept) engineering priorities

@kevmo @lomky @lowellrex, below are tickets that we will be working on related to this sprint. We will be using Zenhub to track progress on tickets.

1. Pagination (epic #10470)

1. ✅ Enable back-end sorting of tasks by assigner #11318
2. ✅ Enable TaskTable to use API requests to filter tasks #11309
3. ✅ Investigate cache job runtime increase #11760
4. ✅ Cache responses from queue pagination API #11310
5. ✅ Unify how we sort task types on front- and back-end #11319
6. ✅ Modify UpdateCachedAppealsAttributesJob to cache all appeals for which open tasks exist. #11666
7. ✅ Allow direct navigation to filtered page of task table results using URL parameters #11055

2. SCM: Administratively Acting on Behalf of Others

1. (KAT) Administratively acting on behalf of other users #11991

3. Inactive Users

1. (LOWELL) Handle tasks assigned to users that become inactive or are removed from organizations #11811

4. Task model

1. (KEVIN) Unify GenericTask and Task classes #11607
2. ✅ Put task creation functions inside of a transaction block #8437
3. ✅ Prevent MailRoutingErrors from triggering Sentry alerts #10615

5. Odds and ends

1. ✅ Document (and fix) BVA Decision Progress report #11921
2. Task model documentation #11996

[hschallhorn]

Little Rock sprint (Sept 23 - Oct 6) engineering priorities

@kevmo @lomky @lowellrex @yoomlam, sprint priorities for this sprint!

Pagination (epic #10470)

1. ↩️ (Sending to backlog) Correctly label DecisionReviewTasks in paginated queue filter dropdowns #11868
2. ✅ Paginated filtering still shows additional pages #12088

Queue table view

1. (HUNTER) Improve responsiveness of requests to LegacyTasksController.index #8711
2. ✅ Hide MailTeam's MailTasks from task list #10322

SCM: Administratively Acting on Behalf of Others

1. (KAT) Administratively acting on behalf of other users #11991

Inactive Users

1. (LOWELL) Handle tasks assigned to users that become inactive or are removed from organizations #11811

Task model

1. (KEVIN) Unify GenericTask and Task classes #11607
2. ✅ Remove action column from tasks table #9057
3. ✅ Close RootTask for LegacyAppeals on dispatch #12021
4. Task model documentation #11996

Configurable queues (Epic #10032)

1. ✅ Return QueueConfig to front-end for individual queues #11697

Section 508 Accessibility Audit (Epic #12095)

1. ✅ Label "decision document ID" not read with the copy button #12100
2. ✅ Queue table headers not being read by screen reader #12094
3. ✅ The label for Veteran ID needs to be read by AT #12099

[kevmo]

Cornwallis surrender sprint (Oct 7 - Oct 20) engineering priorities

@hschallhorn @lomky @lowellrex @yoomlam, sprint priorities for this sprint!

Pagination (epic #10470)

1. ✅Sorting by Case Type should be additive #12082

Queue table view

1. ✅ Update address bar with url for the current state of queue #12067
2. ✅ Improve responsiveness of requests to LegacyTasksController.index #8711

SCM: Administratively Acting on Behalf of Others

⭐️ 1. ✅ Administratively acting on behalf of other users #11991

Inactive Users

⭐️ 1. ✅ Create UI for marking users inactive #12212
⭐️ 2. ✅ Handle tasks assigned to users that become inactive or are removed from organizations #11811
⭐️ 3. ✅ Remove inactive users from organizations with automatic assignment of tasks #12303 [late add]

Task model

1. (KEVIN) Unify GenericTask and Task classes #11607
2. ✅ Task model documentation #11996
3. (KAT) Add task action "Death Dismissal" #12211
4. ✅ Allow Judges to Cancel AttorneyTasks & Return Cases to JudgeAssignTask #12115
5. ✅ Judges cannot assign draft decision tasks to acting judges #11761

Section 508 Accessibility Audit (Epic #12095)

1. ✅ Search label text in Queue > Reader reads “Search small” by AT. It should just read “Search” #12101
2. (YOOM kicked to Carolyn) Table used for layout in case timeline #12096

Odds and Ends

1. ✅ Reassign ColocatedTasks assigned to non VLJ support team members #12173
2. (KEVIN) Migrate pending incomplete and uncancel(l)ed task timers alert from Looker #12111

[jimruggiero]

Armistice Sprint sprint (Oct 21 - Oct 31) engineering priorities

@hschallhorn @lomky @lowellrex @yoomlam, sprint priorities for this sprint! Reduced capacity due to Caseflow Offsite in week 1.

Inactive Users

⭐️ 1. ✅ Update the task reassign function #12365

SCM: Administratively Acting on Behalf of Others

⭐️ 1. ✅ Extend the organizations_user with judge & attorney roles #12420
⭐️ 2. ✅ Create method to reassign all open tasks for a given user #12394
⭐️ 3. (YOOM) Create JudgeTeamRole objects in application #12481
⭐️ 4. (Blocked by #12481) Backfill data where JudgeTeamRoles should exist #12421
⭐️ 5. (KAT) Update Code using JudgeTeam Admin to Determine Judge / Attorney #12422

Bug Investigation

1. (LOWELL) Closed tasks being re-opened #12274

Configurable Queues

1. ✅Build generic individual queue from config #11698
2. (KEVIN) Unify GenericTask and Task classes #11607
3. (KAT) Add task action "Death Dismissal" #12211

Odds and Ends

1. (KEVIN) Migrate pending incomplete and uncancel(l)ed task timers alert from Looker #12111

_Stretch Goals (fallout from last sprint)_

Section 508 Accessibility Audit (Epic #12095)

1. (YOOM kicked to Carolyn) Table used for layout in case timeline #12096
   
   
   
   • Awaiting word from Carolyn re: JAWS/GFE testing capability and JAWS training. If unknown by start of week 2 of current sprint and capacity allows, please pull another similarly pointed ticket from the Epic.
   
   

[lomky]

Susan B. Anthony Sprint (Nov 4 - Nov 15) engineering priorities

@hschallhorn @lomky @lowellrex @yoomlam @ajspotts @jimruggiero sprint priorities for this sprint!

Special Case Movement

1. [2] ⭐️✅ Create JudgeTeamRole objects in application #12481
   a. ✅Add class to ensure JudgeTeamRoles are correct #12497
   b. ✅Create DecisionDraftingAttorney rows when adding users to JudgeTeams #12493
2. [2] ⭐️ ✅Add method to Organizations class to add user to an org #12496
3. [2] ⭐️ ✅ Migrate existing Judge Teams to use Judge & Attorney Roles #12421

Automatic Case Distribution

1. [5] ⭐️ ✅Automatic Case Distribution failures PR #12190; ticket #11713 should move to “In Validation” in Zenhub to determine any further work.

Inactive Users

1. [1] ⭐️ ✅ Create method to reassign all open tasks for a given user #12394
2. [2] ⭐️ Determine what to do with children of cancelled tasks assigned to inactive users #12505
3. [2] ⭐️ (HUNTER) Add instructions to reassigned tasks of inactive users #12506

Stretch Goals & Carryover

Tasks

1. [2] Clarify "Parent has open child tasks" error #12515
2. [2] (YOOM) Ignore tasks that are not actionable when determining the assigned to location of an appeal #12514
3. [3] ✅ Enable attorneys to recover from accidental AttorneyTask cancellation #12443
4. [2] ✅ Pass type when creating MailTask children in AssignToView #12486
5. [3] (HUNTER) Prevent judges from being removed from their JudgeTeams #12492

Accessibility

1. [1] ✅(ALEC) eFolder: Display: 'block' prevents screen readers from reading data in table #12119
2. [2] ✅(ALEC) Dispatch: Special Issues checkboxes are not grouped together #12123
3. [1] (waiting for response from Carolyn) Accessibility: Table used for layout in case timeline #12096

Misc

1. [3] (KEVIN?) Unify GenericTask and Task classes #11607
2. [1] (KEVIN) Migrate pending incomplete and uncancelled task timers alert from Looker #12111
3. [2] (KAT) DeathDismissal: Add task action "Death Dismissal" #12211
4. [3] (LOWELL) Closed tasks being re-opened #12274
5. [1] ✅ (KAT) SCM: Manual Distribution Seed Data https://github.com/department-of-veterans-affairs/caseflow/issues/12597
6. ✅Update onboarding documentation (requested by Alisa) appeals-team 1216

[hschallhorn]

Gettysburg Address Sprint (Nov 18 - Nov 29) engineering priorities

@hschallhorn @lomky @lowellrex @yoomlam @ajspotts @jimruggiero sprint priorities for this sprint!

Special Case Movement

⭐️ 1. (KAT) Update Code using JudgeTeam Admin to Determine Judge / Attorney #12422

Accessibility

⭐️ 1. (ALEC) Table sort functionality not accessible to keyboard-only or other AT users. Sort buttons should be included in the tab order and be operable by keyboard #12126

Eliminate GenericTasks

1. ✅ Unify GenericTask and Task classes #11607

   Tasks

2. ✅ Ignore tasks that are not actionable when determining the assigned to location of an appeal #12514

3. ✅ Closed tasks being re-opened #12274
4. ✅ Data-Driven Documentation of Task Trees #12666
   

   Inactive Users

⭐️ 1. (HUNTER) Add instructions to reassigned tasks of inactive users #12506

Tech Debt

1. ✅ Remove use_task_pages_api feature toggle #12216

2. (LOWELL >> KEVIN) Clean both databases between every test #12725

   Stretch Goals

3. (KEVIN) Inactive JudgeTeams #12680

4. Ensure task paper trails are being saved when AMA appeals are cancelled #12617
5. Clarify "Parent has open child tasks" error #12515
6. Disallow queue deep links that do not exist #12400
7. Fix paginated caching for first response when navigating via a deep link #12367
8. Remove references to tasks classed by action #12279
9. Create an alert for nil values in the cache_appeals_attributes table #12209

[lomky]

Operation Crossbow Sprint (Dec 3 - 12) Engineering Priorities

@hschallhorn @lomky @yoomlam @ajspotts @jimruggiero priorities for this sprint!

Special Case Movement #11801

1. :five: ⭐️ :heavy_check_mark: Update Code using JudgeTeam Admin to Determine Judge / Attorney #12422
2. :three: ⭐️ (ALEC) Add Judge & Attorney Selectors to JudgeTeam Team Page #12433 (completion blocked by 12422)

Tech Debt

1. :two: ✅ ⭐️ Add instructions to reassigned tasks of inactive users #12506
2. :two: ✅ Prevent creation of redundant JudgeDecisionReviewTasks #12802 (also likely addresses #12824; split remaining DB cleanup to new ticket #12955)

Quality Review

1. :two: ⭐️ :heavy_check_mark: Need to update AMA case QR code so that it replicates Legacy case QR code #12867

Stretch Goals

Bat Team Improvements

1. :three: (KAT) Ensure task paper trails are being saved when AMA appeals are cancelled #12617

2. :two: Clarify "Parent has open child tasks" error #12515

   Accessibility

3. :three: When a column has a filter applied, AT does not read to users that a filter is applied. #12134

4. :two: (ALEC) Table sort functionality not accessible to keyboard-only or other AT users. Sort buttons should be included in the tab order and be operable by keyboard #12126

   Tech Debt

5. :three: ✅ Remove old-style hold code and db column #10896

6. :three: Disallow queue deep links that do not exist #12400
7. :two: Fix paginated caching for first response when navigating via a deep link #12367
8. :two: ✅Remove references to tasks classed by action #12279

9. :two: (KEVIN) Inactive JudgeTeams #12680

   Other

10. :two: Create an alert for nil values in the cache_appeals_attributes table #12209

11. :one: Show NoShowHearingTasks in the HearingsManagement on hold tab #12782

[hschallhorn]

SCORE Satellite Sprint (Dec 16 - Jan 12)

@yoomlam, @ajspotts, @kevmo, @lomky, @jimruggiero , and @hschallhorn, Here are the sprint priorities for this sprint!

🐬 indicates complete, approved, and waiting for merge after code freeze ends

SCM: Acting on Behalf of Others #11801

1. :three: :star: (ALEC) Add Judge & Attorney Selectors to JudgeTeam Team Page #12433 (completion blocked by #12422)

   Inactive Users #12523

2. :three: :star: (KEVIN) Do not show inactive users as options for task assignee #12949

3. :two: :star: ✅Ensure new tasks are only assigned to active users #12943

   Bat Team Needs

4. :three: ✅ Stop blocking case distribution when a single DistributedCase fails. #12932

5. :three: (KAT) Ensure task paper trails are being saved when AMA appeals are cancelled #12617

6. 3️⃣ ⭐️ ✅ Investigate why multiple JudgeDecisionReviewTasks are being created #13086

   Jim Needs

7. 1️⃣ ⭐️ ✅AMA QR code requires a second urgent update #13037

   Stretch Goals

Bat Team Needs

1. :two: :star: ✅ Validation Fails for PreRoutingFoiaColocatedTask #12856

   Accessibility

2. :three: ✅ When a column has a filter applied, AT does not read to users that a filter is applied. #12134

   Tech Debt

3. :two: ✅ Cancel duplicate JudgeDecisionReviewTasks #12955

4. :three: ✅ Disallow queue deep links that do not exist #12400
5. :three: ✅ Remove old-style hold code and db column #10896
6. :two: ✅Fix paginated caching for first response when navigating via a deep link #12367
7. :one: ✅ Show NoShowHearingTasks in the HearingsManagement on hold tab #12782
8. :two: Create an alert for nil values in the cache_appeals_attributes table #12209

[hschallhorn]

Transcontinental sprint (Jan 13 - 26) engineering priorities

@yoomlam, @ajspotts, @kevmo, @lomky, @jimruggiero , and @hschallhorn, here are the priorities for this sprint!

SCM: Acting on Behalf of Others #11801

1. :star: (ALEC) Add Judge & Attorney Selectors to JudgeTeam Team Page #12433 (completion blocked by #12422)
2. :star: ⛔️ (HUNTER) JudgeTeam Admins can view JudgeTeam Judge's Queues #12423

3. :star: ⛔️ Link Judge Actions to Admin, Crediting Judge #12424

   Inactive Users #12523

4. ✅ :star: (KEVIN) Do not show inactive users as options for task assignee #12949

5. ✅ :star: (KAT) Mark judge teams inactive when the judge becomes inactive #12942

6. :star: (YOOM) Remove inactive users from all organizations #12940

   Bat Team Needs

7. ✅ (KAT) Ensure task paper trails are being saved when AMA appeals are cancelled #12617

   Stretch Goals

Grand Unified Queue #10032

1. (KEVIN) Build attorney queues from config #11699

   Accessibility

2. Mouseover tool tips not accessible to keyboard-only or other AT users – they should be #12141

   Tasks

3. Prevent creation of child tasks of TimedHoldTasks #12037

   Tech Debt

4. Track down and solve a flake of your choosing #10516

5. Improved BVA Dispatch Tests #10886

   Documentation

6. Extract common task creation paths #1226

7. Add parent-child stats to Task Tree Documentation #1234

[hschallhorn]

13175