Lauditor Version 3 Bugs » Lauditor V3 - Web » Matter Web - V3 » Matter - Functionality /API Issues

Steps:
1. Login the Lauditor
2. Click on matters
3. Click on create - Legal / General
4. Fill the fields in matter info
5. Add the temporary [Individual/Entity] and save
6. Add permanent client [vitagist / Coffer / Corporate client] and click on next

After adding the temporary clients, the Next button does not respond in the Client Page. [All User accounts]

Link - https://drive.google.com/file/d/1aprkv7ZOa_n3QlbX8Gh_GH5qv2i8EYdb/view?usp=drive_link

Unable to check

Checking will only be possible after bug 3253 is fixed.

When creating a matter involving a temporary client along with clients [individuals, entities, or corporative], the intersection of user and client groups should be updated for the temporary client in view relationships also.

Steps:
User belongs to Group A, B and C
permanent client [Individual / Entity / Corporate] belongs to Group A only

1. Login the Lauditor
2. Click on matters
3. Click on create - Legal / General
4. Fill the fields in matter info
5. Add the temporary [Individual/Entity] and save
6. Add permanent client [vitagist / Coffer / Corporate client] and click on next
7. In Groups page, Select Group A [Group A only listed there] and Click on next
8. Matter creation is finished.
9. Click on view relationships
10. Click on temporary clients tab
11. Select that temporary client who is recently created

In Groups column, Group A [Intersection of user and clients groups] only should be updated. But Group A, B and C are updated now

Note: This issue is applicable for all user types [TM, GH and SU]

https://drive.google.com/file/d/1pFa57iuqaN3Ch8gSjc_qQLTGxatt3Okr/view?usp=drive_link

Issue 1:

User belongs to Group A and B
permanent client [Individual / Entity / Corporate] belongs to Group B and C

1. Login the Lauditor
2. Click on matters
3. Click on create - Legal / General
4. Fill the fields in matter info
5. Add the temporary [Individual/Entity] and save
6. Add permanent client [vitagist / Coffer / Corporate client] and click on next

Actual : User groups [Group A and B] are listed now in group section.

Expectation : In Groups page, User should get the intersection of user and client groups [Group B] should be listed.

Video Link - https://drive.google.com/file/d/19UChRKdD3ElNg4X8UE2I-G4dXO_YEVuP/view?usp=drive_link

Issue 2:

When creating a matter involving a temporary client along with clients [individuals, entities, or corporative], the intersection of user and client groups should be updated for the temporary client in view relationships also.

Description:
User belongs to Group A and B
permanent client [Individual / Entity / Corporate] belongs to Group B and C

1. Login the Lauditor
2. Click on matters
3. Click on create - Legal / General
4. Fill the fields in matter info
5. Add the temporary [Individual/Entity] and save
6. Add permanent client [vitagist / Coffer / Corporate client] and click on next
7. In Groups page, Select Group B and Click on next
8. Matter creation is finished.
9. Click on view relationships
10. Click on temporary clients tab
11. Select that temporary client who is recently created

In Groups column, Group B [Intersection of user and clients groups] only should be updated. But Group A and B are updated now

Note: This issue is applicable for all user types [TM, GH and SU]

Link - https://drive.google.com/file/d/1aA8ZUg5iRTmlEdp8gWmGEV5nM9qtxawj/view?usp=drive_link

Issue: 1 [mentioned in the comment] is partially working , The scenario works when both an individual temporary client and a permanent client are involved in the same matter.

The combination of an entity temporary client and a permanent client is not working.

Steps to reproduce the issue - 1 :

User belongs to Group A and B
permanent client [Individual / Entity / Corporate] belongs to Group A

1. Login the Lauditor
2. Click on matters
3. Click on create - Legal / General
4. Fill the fields in matter info
5. Add the temporary Entity client [Open the temporary Entity form, fill all the detail and click on add to temporary ]
6. Add permanent client [VitaGist / Coffer / Corporate client] and click on next

Actual : User groups [Group A and B] are listed now in group section on the right side

Expectation : In Groups page, User should get the intersection of user and client groups [Group A] should be listed.

https://drive.google.com/file/d/1c_u73uvnTvV5Sl2sJHxumiWQjGfAYJur/view?usp=drive_link

Issue no: 2 is not working

When following the same steps, able to reproduce it