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Bug #5329

open

View Matter - View Details[Team member section] - Matter Ownership is Automatically Change to Group Head When a Member Is Assigned to the Client

Added by Neela Chinnappa 7 days ago. Updated 6 days ago.

Status:
Feedback
Priority:
Normal
Start date:
08/07/2025
Due date:
% Done:

0%

Estimated time:

Description

Client A relationship is established by SuperUser
No team member is assigned to Client A
Client A belongs to Corporative Law only
TM 1, TM 2 and Pavan [as a GH of Corporative Law]

1. Login the Lauditor with Super User
2. Click on Matters module
3. Click on Create
4. Create a matter with following details
Matter name: Civil Cases, Client A, Corporative Law [Matter created successfully and Owner of the matter "Civil cases" is Super User]
5. Navigate to the view Relationships
6. Select client A and Click on Add Team member
7. Assign TM 1 to the client A and Click on save
8. Navigate to the matter Module
9. Click on View Matter - View Details
10. Click on Team member section

Issue Observed :
  • Matter Owner gets changed to Pavan [GH of corporative law group].
  • if a member is assigned to the client and the Super User is currently the owner of the matter, the ownership is automatically be updated to the Group Head.

Expectation :
Matter ownership should not change to Group Head when member is assigned to client

When the matter is moved from one group to another group, Matter ownership should change. Otherwise ownership should not change

Example scenario:
If matter is moved from Group A to Group B

  • If Group B has a group head , that GH should be displayed as the owner of the matter by default.
  • If Group B has no members, then the Super User becomes the default owner.

https://drive.google.com/file/d/1iIqaWPhBC1HDNRM59aIYpunJi56TOjG4/view?usp=drive_link


Files

Actions #1

Updated by kumar r 6 days ago

Updated.

Actions #2

Updated by kumar r 6 days ago

  • Status changed from Fixed - Pushed to Staging to New
  • Assignee changed from Neela Chinnappa to kumar r
Actions #3

Updated by kumar r 6 days ago

  • Status changed from New to Feedback
  • Assignee changed from kumar r to Neela Chinnappa

As per the testing in flow in different account owner change happening on the server side, please check with api team. One account got that issues and one account is working.
https://drive.google.com/file/d/1gdATO6k8ce6DcQoEyIEfaNrQBHoJTwkz/view?usp=share_link

Actions

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