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Bug #3786

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Create Matter - Legal / General - During matter creation, Groups section displays Incorrect groups when adding existing temporary client to a new matter

Added by Neela Chinnappa 21 days ago.

Status:
New
Priority:
Normal
Assignee:
Start date:
12/18/2024
Due date:
% Done:

0%

Estimated time:

Description

Member [Anya] belongs to three groups [Group A, Selective group]

Four groups [Group A, Selective Group, Group B, Intellectual Law] are in Super user account.

Steps:

1. Login the Lauditor with Team member account [Anya user]
2. Click on Matters
3. Click on Create - Legal / General [ Matter name: Matter A ]
4. In this matter - combination of temp and regular clients are attached as client [ Open the temporary form, fill the required details and save it]
5. Matter creation is finished [ Now the temporary client [Jackson]takes the user groups in view relationships]
6. Login the Lauditor with Super user account
7. Click on matters
8. Click on create - Legal/ General] [ New matter name is: Matter B ]
9. During matter creation, add the temporary client Jackson to the new matter
10. Click on next

Actual : Groups Section Displays All Four Groups from Super User Account

Expected : Intersection of the temporary client's groups and the Super user groups [Group A, Selective group] should be displayed in group section

When involving an existing temporary client in a new matter, the Groups section should display only the groups that are the intersection of the temporary client's groups and the groups of the logged-in user

https://drive.google.com/file/d/1A0ibuGD03XFS7HIGew5mgviqlCCwGFMl/view?usp=drive_link

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