Bug #3629
openCreate Matter [Legal /General] - 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
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Description
Issue - 1
User belongs to Group A and C
permanent client [Individual / Entity / Corporate] belongs to Group A and B
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
Expectation : In Groups page, User should get the intersection of user and client groups [Group A] should be listed.[ please refer iOS ]
Note : Applicable for super user account also
Issue - 2
When creating a matter that includes a temporary client along with other clients (individuals, entities, or corporates), the intersection of user and client groups should be updated to reflect the temporary client in the "View Relationships" section as well.
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.
Note : This issue is applicable for all user types [TM, GH and SU]