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Bug #3280

closed

Create Matter - During matter creation, if temp clients and clients (Individual/Entity/Corporate) are involved, the groups page should display the intersection of user and client groups

Added by Neela Chinnappa 6 months ago. Updated 2 months ago.

Status:
Closed
Priority:
Normal
Start date:
08/28/2024
Due date:
% Done:

0%

Estimated time:

Description

TM A belongs to Selective Group and Matter enhancement group
Client A belongs to Matter enhancement group only

1. Login the Lauditor with TM A
2. Click on Matters
3. Click on Create
4. Fill all the field in matter info
5. Add temp [Individual / Entity ] and click on Next
6. Select the both Groups in groups page and click on Next
7. From team members page, navigating backward to client page [click on wizard circle of client's]
8. Add the permanent client A [note that temp client is added already] and click on Next

In Groups page, it should show the intersection of user and client groups [Matter Enhancement group] only should appear in the selected list. But both Groups are appearing in the selected list.

https://drive.google.com/file/d/1bT_JM8Oakx4XquAXr3QnZQ-Cr8jtVcl4/view?usp=drive_link

Actions #1

Updated by akhila bs 6 months ago

  • Assignee changed from Soundarya Vembaiyan to muskan mathur
Actions #2

Updated by Soundarya Vembaiyan 4 months ago

  • Status changed from New to Resolved
  • Assignee changed from muskan mathur to Neela Chinnappa
Actions #3

Updated by Vengadeshwaran R 4 months ago

The issue is still not fixed. Please follow the steps mentioned above.

Link - https://drive.google.com/file/d/10WykWUI6HCczKgLbRZc12mWyoVnRN04-/view?usp=drive_link

Actions #4

Updated by akhila bs 4 months ago

  • Status changed from Resolved to New
  • Assignee changed from Neela Chinnappa to Soundarya Vembaiyan
Actions #5

Updated by Vengadeshwaran R 4 months ago

  • Assignee changed from Soundarya Vembaiyan to muskan mathur
Actions #6

Updated by Neela Chinnappa 3 months ago

  • Description updated (diff)
Actions #7

Updated by Neela Chinnappa 3 months ago

  • Description updated (diff)
Actions #8

Updated by Neela Chinnappa 2 months ago

Mentioned scenario is working when involving both Individual temporary client and permanent client in the same matter

It is not working for the combination of Entity temporary client + permanent client

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

1. Login the Lauditor with TM A
2. Click on Matters
3. Click on Create
4. Fill all the field in matter info
5. Add temp Entity client and click on Next [ Open the Entity temporary form and fill all details, Click on Add to temporary ]
6. Select the both Groups [Group A and B] in groups page and click on Next
7. From team members page, navigating backward to client page [click on wizard circle of client's]
8. Add the permanent client A [note that temp client is added already] and click on Next

In Groups page, it should show the intersection of user and client groups [ Group A ] only should appear in the selected list. But Currently, both groups [ Group A and B ] are appearing in the selected list.

https://drive.google.com/file/d/1ErdYWfcjhc1r2ZHvgRzc2RaODrHQSXXF/view?usp=drive_link

Actions #9

Updated by muskan mathur 2 months ago

  • Status changed from New to Resolved
  • Assignee changed from muskan mathur to Vengadeshwaran R
Actions #10

Updated by Neela Chinnappa 2 months ago

  • Status changed from Resolved to Closed
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