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Align filing flow and secondary controls with Miro vision - #348

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nonprofittechy merged 11 commits into
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codex/miro-vision-alignment
Oct 19, 2026
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nonprofittechy merged 11 commits into
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codex/miro-vision-alignment

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Summary

Starting a filing previously required choosing new or existing case before uploading documents. This change provides one Start filing action and asks that question on Confirm information, before case classifications and filing-code selection.

Detected roles and identity matching remain beside the extracted information for immediate confirmation. When no role is detected, confirmation can wait until the checklist needs it. The document-review acknowledgement stays required and moves beside the PDF previews.

Preserve controls omitted from the wireframes in compact secondary controls: document replacement and saved AI preferences on Upload, party removal inside Edit, and document Edit under Document options on Review. Also simplify login, registration, upload, home and review copy.

The developer review inventories all 18 Miro frames, missing screen states, removed controls and proposed destinations. Branding, clickable progress, payment-management redesign and a standalone PDF preview remain outside this change.

Validation

  • Broad targeted regression run: 267 passed and 2 skipped; two stale text/markup assertions were updated and passed on rerun.
  • Final focused regression run: 75 passed, covering navigation, role confirmation/deferral, document previews and interface consistency.
  • Full pre-push Python suite: 2,259 passed, 13 skipped, and one stale menu-copy assertion failed. Updated that assertion; all 15 public-page tests then passed. JavaScript unit tests passed. The full suite was not repeated after this assertion-only correction.
  • Commit hooks passed: Python formatting/lint, template formatting/lint, JavaScript formatting/ESLint, type checks, security scan and migration check.
  • Browser layout checks confirmed the single filing entry point and expandable replacement/AI-preference controls.
  • Full authenticated upload/extraction/payment/submission has not been browser-verified. Automatic approval review blocked a separate headless check. No live filing or payment was performed.

Reference

nonprofittechy and others added 11 commits October 17, 2026 13:51
- Ask for a side on Confirm by the same rule in the browser and on the
  server: when one is suggested or the saved side is still on offer.
- Clear a saved side the new case type no longer offers.
- Send a Review detour with an unanswered side through Check documents.
- Share needs_filer_role between Confirm and Check documents.
- Simplify start_filing, the path radio lookups, and the AI remember toggle.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Closing "Replace a document" resets the hidden replace choice, so a new
  file is added instead of silently overwriting one.
- Rename the My filings heading id to match its content.
- Test removing a party from its Edit screen, keeping the Review detour.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Found in an end-to-end browser run: the error from Continue stayed on
screen after the filer chose New or Existing.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Only the heading label was clickable, so once a file was chosen the
filer had to hit the words "1 file selected" to add another. Stretch
the label over the drop zone so a click anywhere opens the picker.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The flatten engine skips widgets with no appearance, so an unsigned
signature line comes back as a leftover form field and the upload was
rejected. Remove leftover widgets that draw nothing; a leftover widget
that still draws something is rejected as before.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Filers saw "Not sure which code to use?" above four fields that never
use that word. Give the section a heading and a sentence on why the
court needs these choices, and set it apart as one task with two
routes: the guided helper, or an "or" divider and the fields. The
helper's prompt asks the filer to check the choices once some are
filled in, and its last button says it fills in the answers.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
A field with no appearance can still hold an answer, such as a checked
box the flattener skipped. Removing it filed the form without that
answer. Remove a leftover widget only when it is also blank, and keep
rejecting the file otherwise.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
With one PDF, drop the "Which PDF is the main document?" box: the card
already says so. Show the document's place as a badge on the right in
place of the all-caps label, put the filing-component explanation under
its heading so it lines up with the confidentiality one, and keep
fieldset headings inside their boxes instead of on the border.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The dropdown already limits the choice to locations the filing service
accepts, and an address saved outside that list gets an error that says
what to do. Keep the notes for the fallback lists.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@nonprofittechy
nonprofittechy merged commit 9a2c991 into main Oct 19, 2026
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@nonprofittechy
nonprofittechy deleted the codex/miro-vision-alignment branch October 19, 2026 21:30
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