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Develop a more robust name search workflow #86

@jayhill

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@jayhill

The basic name search functionality that we have today does not serve the real-world use cases for pro bono attorneys working on record expunction.

Must-haves:

  • work around the 200-result limit (divide searches by counties if bumping up against the limit)
  • provide post-filtering, where results are filtered after data retrieval (middle name/initial, birth year, etc.)
  • create and manage named sets of results under a client record
  • add to results with another search (by case number or name; honor existing include/exclude settings when results overlap)
  • remove from results (hide)
  • show hidden results (current session only)
  • new search (clear current working set, which is already saved)
  • delete client (with "are you sure?" prompt)
  • export client cases to .xlsx
  • figure out the structure/navigation between search and case management — do we have ad hoc and client modes on the search screens, or what?

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