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Issue Type | Issue Key | Summary | Description | |
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New Feature | A4L-10517 | EmSigner integration cron job | *HLD* 1- when a user signs using em signer, the signature_status_id will be added to a table so that we check the records of the table in the cron job 2- an em signer integration tab to be added to setup and configurations page to save (app key, secret key, base url, username, password) 3- the cron job will check every record in the above table, and if not signed yet, send a request to the middleware app developed by the ADD team containing all the data related to the integration saved in setup and configuration (app key, secret key, base url, username, password), else the record will be removed from the table in order not to be checked again | |
New Feature | A4L-10441 | Introduce Licensing Module for Adobe Bundles | The task is to implement a licensing module for Adobe bundles, ensuring that users have proper licenses to access and use the bundles provided by App4Legal with the partnership with Adobe Sign. This module aims to control usage, prevent unauthorized access, and ensure compliance with licensing agreements, ultimately protecting Adobe's intellectual property and providing a seamless user experience. | |
New Feature | A4L-10389 | Lump Sum additional features | - Support Credit Note Prefix - Support filtering on The lump sum feature has been upgraded with some exciting additional capabilities, such as the customization of the Credit Note Prefix, making it easier to manage and organize your financial records, in addition to a filtering option for Invoice prefixes in the Money dashboard. This means you can now efficiently sort and view invoices based on their specific prefixes. | |
New Feature | A4L-10329 | STC-APIs | |Integrate with Tekya so all requester’s Tasks list appears in the portal: APIs -            [Get] My Requests List By Username. -            [Get] My Tasks List By Username. -            [Get] Request details By Request ID. -            [Get] Process Actions Tracking (Actions History)               By Request ID. -            [Post] Open Task -            [Post] Action Task -            [Post] Edit Request| | |
New Feature | A4L-10265 | Develop Custom Dev for RCU | The primary aspect involves developing a connection with SAP ERP Ariba. This integration encompasses the following specifications: # When the contract in ERP Ariba achieves a specific approval level, it should be included in App4Legal through the integration. # Once the contract is approved in App4Legal, it must be returned to ERP Ariba. # In ERP Ariba, the approval from the legal department should be marked as complete. # After the contract completes the workflow in ERP Ariba and is signed, the final signed document needs to be sent back to App4Legal. | |
New Feature | A4L-10191 | Develop Custom Dev for Solution By STC | The main feature includes developing Tibco Integration which involves fetching the PR number and other fields from Tibco and linking the PR number to the newly created contract from the client portal. Also, the supplier and customers will be fetched and saved into the app4legal database. | |
New Feature | A4L-10051 | Email Engine Support Exchange Server | ||
New Feature | A4L-9878 | Integrate with emSigner Signature Service | A new digital signature service has been introduced to be, EmSigner is now integrated with App4Legal. This new integration is with *EmSigner*Â digital signature service.In contra module when navigating to the signature center, the user can choose the *EmSigner*Â workflow. When
Contra users can now conveniently access the signature center and choose the EmSigner workflow for a smooth signing experience. Once the signee clicks on the sign button, the signeethey will be automatically redirected to the App4Legal-Sayen app developed by ADD team.*Note:* This e-sign integration is very similar to *Emdha*Â as it's *Emdha* but with Model-1 . | |
New Feature | A4L-9749 | Integrate With UAE Pass Signature Service | A new digital signature service has been introduced to be integrated with App4Legal. This new integration is with *UAE Pass* The integration of the UAE Pass digital signature service is now available with App4Legal. In contra module when navigating to
Contra users can now easily access the signature center , the user can choose theand select the *UAE Pass* workflow .When the user clicks on the sign action for *UAE Pass*, a new window should be opened that renders the App4Legal-UAE-Pass app developed by ADD team for smooth and secure document signing. | |
New Feature | A4L-8006 | Add Email Templates | Users can now customize invoice email templates: 1. You now have access to a user-friendly form where you can create and edit invoice email templates. This form includes fields for template name, subject, CC, BCC, and the message body. 2. Variable Insertion: you can insert variables directly within the editor and subject fields. 3. Dropdown Selection of Existing Templates: When you compose an email related to a specific module, such as "invoice," you will notice a convenient dropdown menu that lists all existing invoice email templates. | |
Improvement | A4L-10541 | Internal Task - Move vuejs tour fork library from online to be offline | Move vuejs tour fork library from online to be online *For testing:* you need only to check if walk-through in add matter work normally in more than one language | |
Improvement | A4L-10472 | Adjust Error Messages | [https://documentation.app4legal.com/display/ATLR/Revamp+Error+Messages...|https://documentation.app4legal.com/display/ATLR/Revamp+Error+Messages] [Â |https://documentation.app4legal.com/display/ATLR/Revamp+Error+Messages] | |
Improvement | A4L-10384 | Webhook events improvements | - 2 new fields to be added to contract: contract_provider and external_id - v2 add contract api should support adding these fields - contract_approved webhook_callback should retreive these fields when triggered | |
Improvement | A4L-10366 | Client Portal- Remove Search Box and Customize Home Page | A new customization options for your client portal home page: 1. Improved User Interface: When there are no requests displayed on the client portal home page or if the requests are hidden for any reason, the search box for requesting new items will be removed. 2. Customizable Welcome Message: a new field in the Client Portal setup and configuration is added, allowing you to customize the message displayed on the home page, just below the welcome message. | |
Improvement | A4L-10330 | Add default client to the system | Add in the settings, a A new default value option for "matter client" is added under "default values", if set, then in Matter Add Form to be set as default." When this default value is set, it will automatically populate the "Matter Add Form" with the specified value. | |
Improvement | A4L-10299 | Add new column to New columns in the Time Entries per Month Report | Add We have added two new columns to the report to show the total time entries (invoiced + collected)Time Entries per Month report, which include both the invoiced and collected hours. | |
Improvement | A4L-10280 | Success message when deleting a reminder | when When deleting a reminder, you will receive two messages: a confirmation message should appear in addition toasking for your confirmation to proceed with the deletion, followed by a success message after the deletion is completed. | |
Improvement | A4L-10247 | Add column to task New column in the Task roll session report | A new column that showshas been added to the Task Roll Session Report, that displays the last comment on aeach task. The comment is shown in a limited nbnumber of characters and when putting the, however, when users hover their mouse over the text then we need to display, the full comment . In export, we need to show thewill be displayed. The full content of the comment.h3. Â the comments will be also shown when the report is exported. | |
Improvement | A4L-10189 | Enhance App4Legal Messenger APIs for Improved Chat Functionality | The objective of this task is to enhance the functionality of the App4Legal Messenger APIs by expanding their capabilities to better meet the requirements of the App4Legal Messenger application. The specific enhancements that will be implemented are: # Enhancing the process of retrieving chat messages: The existing method of fetching chat messages will be improved to provide a more efficient and reliable way of retrieving and displaying conversations within the app. # Obtaining a list of recently engaged participants: A new feature will be added to the APIs that allows the app to retrieve a list of participants who have recently participated in chats, making it easier for users to keep track of their recent conversations. By implementing these enhancements, the App4Legal Messenger app will benefit from improved performance and usability, providing a better overall user experience for its users. | |
Improvement | A4L-10127 | AP: Implement branding and refactor styles | Define a clear vision for the desired branding and user interface (UI) design improvements. Update the stylesheets, components, and layout to align with the new branding guidelines. | |
Improvement | A4L-10107Eastnets- | The "Allow Clients to Add Contacts through Requests" is enabled and not able to add it from the CP Allow Client Portal users to add contacts through their requests for contracts from a templates | The "Allow Clients to Add Contacts through Requests" is enabled and not able to add it from the CP if we're using "Templates" now also enabled for requests made from the client portal using a template. | |
Improvement | A4L-10099 | Aida Holding- Edit Milestones from cpthe Client Portal | Now, CP users will have the ability to edit We need to let the cp user edit themilestones from their end Add it in the CP settings as a configuration, Allow cp users to edit milestones (only collaborators license or both) , providing greater control over their project progress. Administrators can decide from the Client Portal Configuration settings, whether to allow CP users with Collaborator licenses only or both Collaborator and Client licenses to edit milestones. | |
Improvement | A4L-10068 | Pass License Id To Marketplace For Self Hosted | This task includes passing the license Id as the instance Id to the marketplace app for self-hosted instances only. Currently, the instance Id is passed with a zero value as self hosted instances don't have instance Ids. Thus, this needs to be changed by passing the license Id of the core module for this self-hosted instance. | |
Improvement | A4L-10055 | Upgrade React and its dependencies to the latest versions | Upgrade React and its dependencies to the latest versions | |
Improvement | A4L-10049 | Ability to add SLA from Add a new SLA directly from the matter page | in matter page -> SLA window: it's better for the user to avoid dead-end pages In the Matter page's SLA window, when there is no SLA running on the matter as shown below. So we can enhance it by putting a link for the settings to add SLAs to open in another tab to setup an SLA and thus we can put a refresh icon like the one in the below screenshot in order to let the user refresh the tab and not the whole page when adding an SLA , we have added a helpful link to the SLA Setup page in the settings. This link allows users to easily add SLAs by opening the configuration in another tab. | |
Improvement | A4L-9997 | Add Modified On and By to the litigation and corporate matters grid. | The "Modified On" date and "Modified By" fields are now added DIB Request: Add Modified On and By to the litigation cases and corporate matters GRIDgrid fields. | |
Improvement | A4L-9994 | Ali Bin Ali- Prevent editing or adding attachments from cpthe Client Portal. | A restriction for Client Portal users is implemented after Afterthe contract is approved , the cp user should not be able to edit/add/delete any attachments. Only to be able to open the existing in view mode.add this is in the settings as an option , preventing them from editing, adding, or deleting any attachments. However, they will still have the ability to view the existing attachments in read-only mode. You can customize this behavior from the settings, and choose whether to allow CP users to continue editing attachments after contract approval or restrict them to view-only access. | |
Improvement | A4L-9974 | Adjustments to Turkish Translations phase 2 | Below you find attachments for the new translations for tutkish language. If you have any question about the new turkish translations then you can contact directly Eliz Gurler via slack. Note: Turkish text of the screenshots can be found attached in phase 1::Â A4LA4L-9675Â | |
Improvement | A4L-9962 | Habib El Mulla- Export user rate per hour | Can we have the option to export in excel/pdf Users can now export to Excel or PDF the User Rate Per Hour Report. | |
Improvement | A4L-9957 | Delegation for contract approvers and signees | The delegation feature works as a reassignment of records, where in case a certain user is going on a vacation, then the alternative user can be the assignee on his/her records instead.The requirement is to improve this feature to also include is now enhanced by including approvers and signees onfor contracts. So in caseWhen an approver or asignee is going on vacation, then another user should take his/her place in order to approve or sign the contract.This should work on Collaborators (CP users) as well, not just core users. We will be adding the OOO feature for CP users. *+Note+*: When dealing with CP users, they either need to have type "*Both*" or "*Collaborator*" so they can be included in the delegation and use the out of office feature. Also when delegating or selecting an alternative user for a CP user, the users involved out of the office, another user will be able to step in and handle the approval or signing process on their behalf. This delegation functionality will be applicable not only to core users but also to Collaborators (Client Portal users). Note that CP users should have a collaborator access type to be able to use the out-of-office feature, and the alternative CP user must belong to the same company to maintain smooth workflow and collaboration. | |
Improvement | A4L-9956 | Defaulting Invoice NotesIn the Money settings -> Invoice Notes we should default the invoice note being used. when creating an invoice the default invoice note will | be automatically selectedUsers can now set a default invoice note to be selected automatically when creating a new invoice. | |
Improvement | A4L-9796 | Al Khayat- CP report | Client Portal request report | You can now generate a comprehensive report and AKI want to be able to generate a report/filter on client portal requests showing, allowing you to view the departments from which the requests come from. Let's say CP users from different or common departments submit requests, the a4l user wants to be able to see from which departments the requests are coming and not just the name of the requester.Umar's suggestion: Each client portal user can be assigned a "company" -> We can set the companies as "HR Department", "Insurance Department", etcbut we can't view the company from the request/contract page for now originate. Users can easily identify the specific departments of CP users, rather than just the requester's name. |
Improvement | A4L-9795 | East Nets- Add link in the client portal | The ability to add a link (one drive, google drive) or attach a document from the client portal request. * A field can be added in addition to the existing one where we can attach a doc, this field is related to a link. * This field is to be added in both requests: matters/contracts. * From the core side this field should be available in the general info tab (custom field) under matters and in the details section under contracts. * This field should be a clickable link, where it will open directly a new tab or in the same tab. Add custom field of type urlURL(hyperlink)(to be added to the cp request types as well) | |
Improvement | A4L-9507 | Global Diligence- Add custom fields to the columns in the persons grid | ability to choose the custom fields in person grid -> columns drop-down with the same way and limitation of custom fields in company grid | |
Improvement | A4L-9506 | Replace App4Legal Logo in Email with Our Logo | In the notification email received from App4Legal, we are using an email from our own domain ([Zamil.com|http://Zamil.com]), but we would like to also see Zamil Legal logo in the email instead of App4Legal. Please see the attached screenshot. | |
Improvement | A4L-9364 | Support for Foreign Exchange Gain/Loss in Bills | A foreign currency gain (or loss) is realized when a payment is made against an invoice using an exchange rate that is different than when the bill was created. Automatically we need to calculate the realized gains at the time the payment made. | |
Improvement | A4L-8017 | Al Fanar- Email notification to the client | when a request in CP is created (ticket or contract) then we need to send an email notification to the requester as follows: Hi %requester_name%, Your request has been created. Name: %matter_name% ({color:#de350b}what about contract?{color}) Assignee: %matter_assignee% or %contract_assignee% Creation Date: %created_on% Due Date: %matter_due_date% ({color:#de350b}what about due date in contract?){color} In Arabic: ... .لقد تم استلام طلبك و سو٠يتم العمل عليه ... | |
Bug | A4L-10253 | Add missing folders for cloud instances | ||
Bug | A4L-10216 | Saving and creating another Task is not related by default to matter/contract | ||
Bug | A4L-10193 | System Maintenance section in settings to be hidden for cloud instances | ||
Bug | A4L-10145 | All kendo Grids are not loading data on the first time | ||
Bug | A4L-10136 | Inaccurate data in reports related to invoicing | ||
Bug | A4L-10031 | Custom Field "Upload Document" error handling | ||
Bug | A4L-9910 | All language values are mandatory in settings | ||
Bug | A4L-9843 | Long text is not displayed in grids | ||
Bug | A4L-9759 | Show Transactions not opening the Related Payment | ||
Bug | A4L-9419 | Intellectual property redirecting to the dashboard | ||
Bug | A4L-9340 | Time Entry Validation and Regression | ||
Bug | A4L-9291 | Missing actions in the permission scheme |
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