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Bug #5058

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Aggregated Timsheets - Projects : Previously Submitted Timesheet Entries Not Visible After Matter Reassignment.[Group Head only].

Added by Vengadeshwaran R about 22 hours ago.

Status:
New
Priority:
Normal
Assignee:
Start date:
07/10/2025
Due date:
% Done:

0%

Estimated time:

Description

Group A has two members: Member A and the Group Head.
Client A is associated with both Group A and Group B.
Member A is assigned to Client A.

Steps to Reproduce:
  • Login as Member A (part of Group A)
  • Navigate to the Matter module
  • Create a new matter for Client A, assign it to Group A, and submit it. [Matter Name: Civil Case]
  • Go to the Timesheets module
  • Add entries for Civil Case, click Add, then Submit
  • Logout and login as Super User
  • Navigate to View Matter, select Civil Case, and click Update Groups
  • Unselect Group A, select Group B, then click Save
  • Login as Group Head (Group A)
  • Navigate to the Timesheets module
  • Go to Aggregated Timesheets, select Project, and choose either Week or Month view.

Expected Result:

When a matter is moved from one group to another, and the newly assigned group does not include the Group Head, the following behavior is expected:
In the Group Head’s account, under Aggregated Timesheets [Projects], previously submitted timesheet entries for the matter should still be visible. These entries should display the original submitter’s name and the involved member’s name, as they were recorded before the matter was reassigned to a different group.
However, any future time entries should not appear in the Projects - Aggregated Timesheets view if the Group Head is not part of the group currently assigned to the matter.

Link - https://drive.google.com/file/d/1_vvqQvFSYeWlwrMnnMSTUpsDGdv1-UqX/view?usp=drive_link

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