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Bug #6054

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View Matter - Update Groups - When a matter is moved from one group to another, the document linked to that matter should also be moved to new group, However, currently they remain in the old group

Added by Neela Chinnappa 5 days ago. Updated about 14 hours ago.

Status:
New
Priority:
Normal
Start date:
10/17/2025
Due date:
% Done:

0%

Estimated time:

Description

TM A belongs to Group A, TM B belong to Group B
Client A belongs to Group and Group B
TM upload the document " Doc A " to the client A

Steps to reproduce:

1. Log in to Lauditor using TM A.
2. Navigate to the Matter module on the left side.
3. Create a matter successfully with the following details:
  • Matter Name: Custody Case , Client Name: Client A , Group Name: Group A , Document Name: Doc A.
4. Go back to the View Matter section:
  • Select the recently created matter and Click on View Details.
  • Open the Documents tab and click on Upload new .
  • Click on browse and Choose a documents(Doc AB) and upload it and click Submit.
5. Return to the Document module:
  • Team Member A selects the client A and matters [Custody case]again.
  • Click on browse and Choose a documents(Doc AB) and upload it.
6. Login the Lauditor with Super User account
  • Click on view matter
  • select the same matter [Custody case]
  • Click on Update Groups
  • Unselect Group A and select Group B and Click on delete and then save it [Matter is moved from Group A to Group B]
  • Again click on View Details of same matter
  • Click on Team members tab and assign the TM B to the matter and then save it
7. Login the Lauditor with TM B acccount
  • Navigate to Matters module and select the same matter
  • Click on view details - Documents
  • Observe that Doc A, Doc AB and Doc ABC appears
  • Navigates to Documents module - View
  • Select the Client A and select the matter "Custody case"

Issue Observed: No documents are listed.

Expected: All the three documents "Doc A, Doc AB, Doc ABC" should appear.

https://drive.google.com/file/d/1HnLb0jTjrfuN9BKZ7psV_AGNROYbG20b/view?usp=drive_link

Actions #1

Updated by muskan mathur 5 days ago

  • Assignee changed from muskan mathur to Dhineshkumar Muthukumaran
Actions #2

Updated by Soundarya Vembaiyan 4 days ago

  • Status changed from New to Fixed - Pushed to Dev
  • Assignee changed from Dhineshkumar Muthukumaran to Neela Chinnappa
Actions #3

Updated by Soundarya Vembaiyan 4 days ago

  • Status changed from Fixed - Pushed to Dev to Fixed - Pushed to Staging
Actions #4

Updated by Vengadeshwaran R about 14 hours ago

  • Status changed from Fixed - Pushed to Staging to New
  • Assignee changed from Neela Chinnappa to Soundarya Vembaiyan

We can check this issue only after Bug 6057 is fixed.

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