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Bug #3629

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Create 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

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

Status:
New
Priority:
Normal
Assignee:
Start date:
11/20/2024
Due date:
% Done:

0%

Estimated time:

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]

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