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Bug #3084

open

View Documents: Documents are not listed when selecting Clients and Matters for all user accounts.

Added by Vengadeshwaran R 5 months ago. Updated 5 months ago.

Status:
Feedback
Priority:
Normal
Start date:
07/31/2024
Due date:
% Done:

0%

Estimated time:

Description

Steps:

  • Login to Lauditor.
  • Click on Menu
  • Click on Matter
  • Click on the Legal or General Matter tab.
  • Click on the Create tab.
  • Enter the mandatory fields: Case Title and Case Number.
  • Click on Save.
  • Select on Clients and Group from the dropdown and click on Add. [Client Name : QA Test]
  • Select the document from the dropdown and click on Add. [ Ex: Doc A]
  • Click on Save Matter. [ Matter Name : Civil Custody]
  • Click on Menu
  • Click on Document
  • Click on View
  • Click on Client tab
  • Select the client from the dropdown. [Client Name : QA Test]
  • Select the matter from the dropdown. [Matter Name : Civil Custody]
  • Below the client and matter related document should appear but it doesn’t appear for all the user accounts.

Notes : This issues applicable for all clients .

Link : https://drive.google.com/file/d/14cPjyjU_i6gk2Z_MvZYQ4qIqcNbRbrXi/view?usp=drive_link


Files

Actions #1

Updated by akhila bs 5 months ago

  • Assignee set to kumar r
Actions #2

Updated by kumar r 5 months ago

Api issues refer the web,
https://api.staging.digicoffer.com/professional/v3/document/filter {"category":"client","clients":"64c24699fffd8f020410bdd7","matters":"66aa51b4fffd8f1553920a32","subcategories":"","groups":[],"showPdfDocs":false} {
"error": false,
"data": []
}

Actions #3

Updated by kumar r 5 months ago

  • Assignee changed from kumar r to Vengadeshwaran R
Actions #4

Updated by kumar r 5 months ago

updated.

Actions #5

Updated by akhila bs 5 months ago

Not Working For DG Counsel Client
Create Matter with DG Counsel client --> GO to Same matter and view Details and upload one new document and submit
Go to Document module , select same DGC client and Matter --> There documents will not be listed

https://drive.google.com/file/d/1MtPLWO97XzrLEsVwtvbXxCkgaFEyf39t/view?usp=drive_link

Actions #6

Updated by akhila bs 5 months ago

  • Status changed from Resolved to New
  • Assignee changed from Vengadeshwaran R to kumar r
Actions #7

Updated by kumar r 5 months ago

  • Status changed from New to Resolved
  • Assignee changed from kumar r to Vengadeshwaran R
Actions #8

Updated by Vengadeshwaran R 5 months ago

  • Status changed from Resolved to Closed
Actions #9

Updated by Vengadeshwaran R 5 months ago

Client:  Vengadesh belongs to Group A and Group B.

- Group A has Member A
- Group B has Member B.

Steps:

  • Login to Lauditor. [Login with Member A Account]
  • Click on Menu and Click on Matter.
  • Click on the Legal or General Matter tab and Click on the Create tab.
  • Enter the mandatory fields: Case Title and Case Number and Save.
  • Select on Clients and Group from the dropdown and click on Add. [Client Name : Vengadesh , Group Name : Group A]
  • Select the document from the dropdown and click on Add. [ Ex: Doc A]
  • Click on Save Matter. [ Matter Name : Civil Custody]
  • Select a matter and click on action and click on view details [ Matter Name : Civil Custody]
  • Click on Documents wizard circle and click on Device / Drive and browse and Click on update. [ Ex : Doc AB]
  • Click on Menu and Click on Document
  • Click on upload and Click on Client tab
  • Select the Client and Matter - Click on Browse and choose document and Click Upload. [ Ex : Doc ABC]
Steps :
  • Login to Lauditor. [Login with SU Account]
  • Click on Menu and Click on Matter.
  • Click on the Legal or General Matter tab and Click on the View tab.
  • Select a matter and click on the Action button and Click on Update Groups. [ Matter Name : Civil Custody]
  • Uncheck the selected group (e.g., Group A).and Assign to Group B and Click on Delete and Click on update.
  • Click on View, choose a matter, and click on Action - View Details. [Matter Name: Civil Custody]
  • Click the Group, Client wizard circle, select the team member, and add and save it. [Member Name: Member B]
Steps :
  • Login to Lauditor. [Login with Member B Account]
  • Click on the Menu.
  • Click on Documents and then click on the View and Client tab.
  • Select the Client and Matter from the dropdown .

Verify that the matter-related documents should appear but it few documents only appear.

Note : This issue applicable for all Client .

Note : Those documents not appear in View Relationship - More Details - Share documents - Share - Those document not listing in Client Documents.

Link - https://drive.google.com/file/d/1zCfW480iKBXcai2sH-CRzrRvtjnS4W94/view?usp=drive_link

Actions #10

Updated by akhila bs 5 months ago

  • Status changed from Closed to New
  • Assignee changed from Vengadeshwaran R to kumar r
Actions #11

Updated by kumar r 5 months ago

  • Status changed from New to Feedback
  • Assignee changed from kumar r to Vengadeshwaran R

You have to verify from the api only, In app we only post the details and get the list api we doesn't set the any filter in app. Flow is set in server side, we send the client ids, group ids, member ids and document ids. Document view get the list from api only. Check the backend team with api and flow.

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