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Clarify the plan's role when reviewing a filing #284

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Merged
nonprofittechy merged 3 commits into from
Oct 8, 2026
Merged

Clarify the plan's role when reviewing a filing #284

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ff6c37e
Describe filing plan suggestions as optional on review
nonprofittechy Oct 8, 2026
a73f956
Update review coverage for optional plan guidance
nonprofittechy Oct 8, 2026
3386a5b
Describe plan items with neutral common-practice wording
nonprofittechy Oct 8, 2026
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10 changes: 6 additions & 4 deletions efile_app/efile/templates/efile/review.html
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Original file line number Diff line number Diff line change
Expand Up @@ -265,9 +265,11 @@ <h2>{% translate "Payment" %}</h2>
</div>
{% if plan_missing_documents %}
<div class="plan-alert plan-alert--review" role="note">
<i class="fa-solid fa-triangle-exclamation" aria-hidden="true"></i>
<i class="fa-solid fa-circle-info" aria-hidden="true"></i>
<div>
<strong>{% translate "Your plan lists documents that are not in this filing" %}</strong>
<strong>{% translate "Other filers like you often include these documents" %}</strong>
<p>{% translate "Your plan is a checklist, not advice from the court about what you must file. You decide which documents to include." %}</p>
<p>{% translate "These plan items are not attached to this filing:" %}</p>
<ul>
{% for item in plan_missing_documents %}
<li>
Expand All @@ -281,11 +283,11 @@ <h2>{% translate "Payment" %}</h2>
{% endfor %}
</ul>
<p>
{% 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 your plan and add any documents that apply to you, or continue with your filing as it is." %}
</p>
<div class="plan-alert__actions">
<a class="btn btn-outline-primary btn-sm"
href="{% url 'document_checklist' jurisdiction %}?return_to=review">{% translate "Add them to this filing" %}</a>
href="{% url 'document_checklist' jurisdiction %}?return_to=review">{% translate "Review your plan" %}</a>
</div>
</div>
</div>
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4 changes: 3 additions & 1 deletion efile_app/efile/tests/test_filing_plan_actions.py
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Expand Up @@ -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 "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
assert f"{CHECKLIST_URL}?return_to=review" in page

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