From ff6c37ec94b394c53824f929d052bffb3f82aa64 Mon Sep 17 00:00:00 2001 From: Quinten Steenhuis Date: Wed, 7 Oct 2026 20:29:41 -0400 Subject: [PATCH 1/3] Describe filing plan suggestions as optional on review --- efile_app/efile/templates/efile/review.html | 10 ++++++---- 1 file changed, 6 insertions(+), 4 deletions(-) diff --git a/efile_app/efile/templates/efile/review.html b/efile_app/efile/templates/efile/review.html index e261125e..7c211e25 100644 --- a/efile_app/efile/templates/efile/review.html +++ b/efile_app/efile/templates/efile/review.html @@ -265,9 +265,11 @@

{% translate "Payment" %}

{% if plan_missing_documents %}
- +
- {% translate "Your plan lists documents that are not in this filing" %} + {% translate "Optional suggestions from your plan" %} +

{% translate "Your plan is a suggested checklist, not advice from the court about what you must file. You can choose which suggestions to follow." %}

+

{% translate "These plan items are not attached to this filing:" %}

    {% for item in plan_missing_documents %}
  • @@ -281,11 +283,11 @@

    {% translate "Payment" %}

    {% endfor %}

- {% translate "You can add them to this envelope now, so the court gets everything at once. If you send them in a later filing, the clerk may wait for them before acting on your case." %} + {% translate "You can review these suggestions and add documents if they apply to you, or continue with your filing as it is." %}

{% translate "Add them to this filing" %} + href="{% url 'document_checklist' jurisdiction %}?return_to=review">{% translate "Review plan suggestions" %}
From a73f9566f28ec7957aee40c3a0c45d3de804795a Mon Sep 17 00:00:00 2001 From: Quinten Steenhuis Date: Wed, 7 Oct 2026 20:36:40 -0400 Subject: [PATCH 2/3] Update review coverage for optional plan guidance --- efile_app/efile/tests/test_filing_plan_actions.py | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/efile_app/efile/tests/test_filing_plan_actions.py b/efile_app/efile/tests/test_filing_plan_actions.py index 08d2d010..30926ff9 100644 --- a/efile_app/efile/tests/test_filing_plan_actions.py +++ b/efile_app/efile/tests/test_filing_plan_actions.py @@ -360,7 +360,9 @@ def test_review_names_what_the_plan_expects_and_the_envelope_lacks(client, signe page = client.get(reverse("case_review", kwargs={"jurisdiction": "illinois"})).content.decode() - assert "not in this filing" in page + assert "Optional suggestions from your plan" in page + assert "not advice from the court about what you must file" in page + assert "continue with your filing as it is" in page assert "Request to waive court fees" in page assert f"{CHECKLIST_URL}?return_to=review" in page From 3386a5b015288d1aedaf24511d84c008917e4c62 Mon Sep 17 00:00:00 2001 From: Quinten Steenhuis Date: Wed, 7 Oct 2026 20:47:58 -0400 Subject: [PATCH 3/3] Describe plan items with neutral common-practice wording --- efile_app/efile/templates/efile/review.html | 8 ++++---- efile_app/efile/tests/test_filing_plan_actions.py | 2 +- 2 files changed, 5 insertions(+), 5 deletions(-) diff --git a/efile_app/efile/templates/efile/review.html b/efile_app/efile/templates/efile/review.html index 7c211e25..1e9adc16 100644 --- a/efile_app/efile/templates/efile/review.html +++ b/efile_app/efile/templates/efile/review.html @@ -267,8 +267,8 @@

{% translate "Payment" %}

- {% translate "Optional suggestions from your plan" %} -

{% translate "Your plan is a suggested checklist, not advice from the court about what you must file. You can choose which suggestions to follow." %}

+ {% translate "Other filers like you often include these documents" %} +

{% translate "Your plan is a checklist, not advice from the court about what you must file. You decide which documents to include." %}

{% translate "These plan items are not attached to this filing:" %}

    {% for item in plan_missing_documents %} @@ -283,11 +283,11 @@

    {% translate "Payment" %}

    {% endfor %}

- {% translate "You can review these suggestions and add documents if they apply to you, or continue with your filing as it is." %} + {% translate "You can review your plan and add any documents that apply to you, or continue with your filing as it is." %}

{% translate "Review plan suggestions" %} + href="{% url 'document_checklist' jurisdiction %}?return_to=review">{% translate "Review your plan" %}
diff --git a/efile_app/efile/tests/test_filing_plan_actions.py b/efile_app/efile/tests/test_filing_plan_actions.py index 30926ff9..0344ce39 100644 --- a/efile_app/efile/tests/test_filing_plan_actions.py +++ b/efile_app/efile/tests/test_filing_plan_actions.py @@ -360,7 +360,7 @@ def test_review_names_what_the_plan_expects_and_the_envelope_lacks(client, signe page = client.get(reverse("case_review", kwargs={"jurisdiction": "illinois"})).content.decode() - assert "Optional suggestions from your plan" in page + assert "Other filers like you often include these documents" in page assert "not advice from the court about what you must file" in page assert "continue with your filing as it is" in page assert "Request to waive court fees" in page