Important highlights from this release
- Introduced a new high-level work-space for lawyers showing upcoming tasks, hearing, etc. called My Dashboard.
- Customize & Configure an automated account number of your choice in the money module for your clients, suppliers, etc.
- Expanded grid functionality to include saved filters, column customization and more in invoices and expenses.
- Revamp data model behind Docs to support integration with other solutions + Retrieve tracking version of documents.
- Introduced a Document Generator tool allowing to save documents in a specific template format (footer/header, etc.).
- Automated Email Notification on all system Due Dates + enhanced email template to include more needed fields.
- Save & Add a new Expense on the fly + build an Invoice related to more than one Case for the same Client.
- Files can now be attached on Hearings.
- Money module improvements from account statements, labeling, invoicing and more.
| Issue key | Issue |
|---|
| Type | Priority | Summary | Status | Created | Updated | Description |
|---|---|---|---|---|---|---|
| A4L-4055 |
| New Feature | Medium | Add Reference Number to Time log grid |
| Merged | 12/20/2017 |
| 12/25/2017 |
| You can now add a reference number to your time logs. | |||||||
| A4L-3959 | New Feature | Medium | Revamp DMS Data Model Phase 3 | Merged | 10/24/2017 | 12/25/2017 | A new structure on the document management system. |
| A4L-3928 | New Feature | Medium | Document Generator | Merged | 10/10/2017 |
| 12/25/2017 |
Dear Legal Team,
A New Matter has been added by Syed Amjad on 2017-11-01 16:08:48.
Matter ID: M1374
Matter Subject: General Legal Services [Various Agreements]
Assignee: Dr. Belal Ghazzawi
Client Name: ******* â†
Ref File #: ##### â†
Â
h3. Dev feedback:
* display fields in Add Matter, Add Litigation and Add IP
* cannot be added to edit templates because the content is static and different than the add template: Mohamad Dekmak updated the Matter M19: Civil Matter.
* labels will be visible even if the value is empty
!image-2017-11-29-10-28-21-103.png!
** The system is not adding a reminder if the time is not set, can we default the time to 8:00 am? so the reminders will be added always when a hearing is created with a date
** As per the client, the court always provides the hearing date without the time
* unify the time to be 08:00 AM also for the default reminder time in reminder form when trying to create a new reminder (the current value is 07:00 AM).
under "عنوان إضاÙÙŠ"
Â
Wrong "الØقل اللإضاÙÙŠ"
Right "الØقل الإضاÙÙŠ"
This issue seen in the similar "الØقول الإضاÙية" in other screens
As shown in the below screenshots (attached):
* screen-1.PNG: list options
* screen-2.PNG: wrong behavior (retrieving "cash" results when the value starts with or exactly contains "cash"Â )
* screen-3.PNG:Â correct behavior (retrieving "cash" results when the value starts with, exactly contains or contains "cash" even if it has dash / dot / underscore,...)
POC result: enable the parameter search_contains in chosen
https://stackoverflow.com/questions/21412447/strange-behavior-in-dropdown-search-when-using-jquery-plugin-chosen-for-dropdow
Tested on cloud instance
Same bug when sorting a column in reminders/users grid on dev2
name/type in urls
Note: check other columns
Attached files (khalife_insance_db_error_litigation.txt and khalife_insance_db_error_matter.txt) were provided from GHazzawi law firm. Â
The same current filters on App4Legal should remain.
* 2 attachments on expenses grid (v6.8 and v6.9) to see the difference in the request time to load (800ms vs 7s)
* the same issue in chart of accounts
* to check other reports and grids
* to reproduce the issue, the table "company_addresses" should have at least 4000 records, 50 expenses and 100 companies
* technical details: adding new changes to the view "accounts_details_lookup" by supporting multiple addresses.
* Remove unused code in vouchers controller and user_activity_log model
Â
check screenshots
| You can now generate documents based on a templates you add to the system. | |||||||
| A4L-3903 | New Feature | Medium | Time log comment not to be mandatory | Merged | 9/26/2017 | 12/25/2017 | Time logs comments are optional now. |
| A4L-3900 | New Feature | Medium | Automatically send an email notification on all due dates in the system | Merged | 9/26/2017 | 12/25/2017 | Do not miss out on anything. You can now configure the system to notify before due dates such that you will receive an email notification. |
| A4L-3841 | New Feature | Medium | Introduce the ability to attach file to hearings | Merged | 8/17/2017 | 12/25/2017 | You can now attach documents to the hearings you record. |
| A4L-3835 | New Feature | Medium | Workspace for Lawyers | Merged | 8/17/2017 | 12/25/2017 | Two additional boards. My Dashboard which relates to everything you need to keep track of and Dashboard-Management for management access only in order to track progress. |
| A4L-3816 | New Feature | Medium | Ability to save and add another expense | Merged | 8/16/2017 | 12/25/2017 | You can now add multiple expenses at the same time. |
| A4L-3805 | New Feature | Medium | Account Number | Merged | 8/1/2017 | 12/25/2017 | Automatic account number while recording an expense. |
| A4L-4036 | Improvement | Critical | API: Return id after recording a new expense | Merged | 12/7/2017 | 12/25/2017 | |
| A4L-4033 | Improvement | Medium | Add new fields to email notification | Merged | 12/6/2017 | 12/25/2017 | Receive an email with more details. |
| A4L-4005 | Improvement | Medium | Set default reminder time when creating a hearing or adding new a reminder | Merged | 11/14/2017 | 12/25/2017 | Default reminder even if you did not set a certain time. |
| A4L-3981 | Improvement | Medium | Implement Grid New Design And Functionality In Invoices and Expenses | Merged | 11/1/2017 | 2/8/2018 | New grid designs in invoices and expenses. |
| A4L-3939 |
Bug #2: when pressing on Additional address, the system set the previous country that added in the first section with no option to remove it as one option in the list (attached) !image-2017-10-26-19-14-35-433.png!
| Improvement | High | Account Statement View & Export Enhancements |
| Merged | 10/18/2017 |
| 12/ |
| 25/2017 |
We facilitated the account statement |
Currently the expense, bill or journal show under the description field in the account statement field and the accountant/auditor will have to go check every record to know more about this.
It is suggested that fields such as Matter Subject, Matter ID and comment are added to the view and therefore export to make sure that all information are displayed without the need to go check each record on its own when needed.
Comment column to be the comments field of expenses, invoice note in invoices, note in the bill, description in the journals.Task limit for the comment as the limit taken in expenses grid for the comments column.
# auto generating version numbers when the user edit the office documents and update the file
# support for locking feature when the document is opened with other user
# look for other systems: google docs, office 365, dropbox, ...
view to show all the details you need to know. | |||||||
| A4L-3746 | Improvement | Medium | Invoice on several cases for the same customer | Merged | 7/5/2017 | 12/25/2017 | You can now choose between mutliple matters of the same client while creating an invoice. |
| A4L-3744 | Improvement | Medium | Hyperlink on the transactions in the statement of account | Merged | 7/5/2017 | 12/25/2017 | You can access the transactions straight away from the statement of account. |
| A4L-3438 | Improvement | Medium | Add the ability to delete an IP case | Merged | 2/27/2017 | 12/25/2017 | You can now delete an intellectual property case. |
| A4L-4054 | Bug | Medium | Error Notifications | Merged | 12/20/2017 | 12/25/2017 | Fixed. |
| A4L-4040 | Bug | Medium | Unable to add time logs to invoice with more than 40 records | Merged | 12/8/2017 | 12/25/2017 | Fixed. |
| A4L-3980 | Bug | Medium | Save button in "Petty Cash to User mapping" not working | Merged | 10/31/2017 | 12/25/2017 | Fixed. |
| A4L-3979 | Bug | High | Performance issue in money grids | Merged | 10/31/2017 | 12/25/2017 | Fixed. |
| A4L-3978 | Bug | Critical | Bug in paid through accounts in Expenses | Merged | 10/31/2017 | 12/25/2017 | Fixed. |
| A4L-3975 | Bug | Critical | Bug in time logs related to matter | Merged | 10/27/2017 | 12/25/2017 | Fixed. |
| A4L-3974 | Bug | Critical | Errors in Company Addresses | Merged | 10/26/2017 | 12/25/2017 | Fixed. |
| A4L-3968 | Bug | Medium | Sync not working between hearing and Calendar integrations | Merged | 10/25/2017 | 12/25/2017 | Fixed. |
| A4L-3923 | Bug | Medium | Bug when Time tracking related to this matter is billable by default is checked | Merged | 10/6/2017 | 12/25/2017 | Fixed. |
| A4L-3872 | Bug | Medium | Error in Petty Cash Mapping page | Merged | 9/7/2017 | 1/30/2018 | Fixed |
* add "Generate Document" to all attachments grids
* open window to choose template
* display all variables in the document and fill the matched variables in our data model (i.e $firstName$ => contact first name)
* Header + footer support for variables replacements
* ability to specify the file name and the system should suggest the matter id in the text box and the user can rename it
* save action will create a new file in the grid
* The checkbox should be located in the time log tab and not the expenses tab
* when clicking the checkbox and the popup opens to choose a client and then close the popup without choosing a client=> the checkbox should be uncheckedÂ
* Support API
+Â update API requests
* Next to a date, put a "Remind me before" hyperlink. Once clicked, show an inline field of name
* "Notify me before: (Text field) (predefined drop down (day(s), month, week(s))
* Add ability to select users in the notification scheme
* Reminder type to be defaulted to all (Add it to all system reminder type)
* To send a reminder to the user
* To send an email notification automatically for on-server installations using the external script and for cloud users it can be done by running the script for specific instances and not all instances
Template text:
*“The board member “xyz mmm†will be terminated in 1 month!â€*
* Â +E-mail notification sent to the pre-defined users+, below are the details of the e-mail content:
|*Subject*|+Board of directors of Company XYZ expiration+|
|*Body*|*Dear* [user name],
 **Â
*This is to notify you that the duration of the board of directors of Company XYZ will be expired in 1 month. Please take appropriate actions.*
 **Â
*Regards,*
*Legal Team,*
 ++ |
 *++*Â
Specs from related ticket:
Create an email notification, configurable based on the maturity of the documents.
the triggers for firing the notification are:
Due Date of an Invoice
Due Date of a Bill
the trigger should be included in the notification schema, and the person to be notified should be set by the administrator
the content of the email should be:
The invoice #XXXX (With a Hyperlink to the invoice) is due on %due-date%.
When adding an invoice or bill have the ability to add a reminder, same as events tab
Display invoice id and client in summary field when opening a reminder.
Switch terms and due dates fields
* Same behavior when editing an invoice (user will see the reminder added upon reminder creation+ the option to change it or remove it when the reminder is removed a link to add a reminder will appear)
* If the user removed the reminder, the reminder will be deleted or dismissed.If the user edited the reminder, the reminder should be updated.
* global reminder summary and email content for other objects: The %OBJECT% %object-id% is due on %due-date% (without hyperlink on id)
* a system reminder type will be added to the sample data to be used for all reminders named system-reminder
* To be supported in API
* {color:#d04437}Location of due dates:{color}
board members(Until)(/)
company auditors (expiry Date)(/)
matter,litigation(due Date)(/)
tasks (due date)(/)
licenses and waivers(expires On)(/)
IP renewal(expiry Date)(/)
invoice(Due Date)
bill(Due Date)
ip petitions oppositions (due Date)(/)
Â
Options :
# reminder popup (it will send a reminder)
# reminder popup and email (it will send a reminder with email)
* Remind me before 4 day(s) by popup / popup and email
* Add the same functionality to reminder form(/)
* email notifications should send only the reminders that flagged with "reminder popup and email"
* migration for old users(will add the flag popup and email for all reminders and the notify me before time will be the value of (Reminder: alert me before ) in the Setup & Configuration. Â
* The reminders notification in the top right will retrieve the reminders that have there due date - the notify me before time =< current date.(same for the cron)
* The  (Reminder: alert me before ) in the Setup & Configuration will become the default value of the notify me before time.
* solve the reminder count when adding a reminder(to be updated directly)
* for each reminder added from the system to have the notify me taken from the system preferences and to be set to popup and email
* fix reminder type in edit form (the first record is always selected)
* Bug in cron jobs when the reminder is related to a deleted matter => a reminder will be sent by email
* Delete of tasks/cases/contacts should dismiss the reminder (should work like the hearings)
* Fix the count of the reminders in all scenarios: (hearings,cases,tasks,companies,ips...(add/edit/delete))
* Change the label in reminder to be notify before
* Add tooltip next to users to remind in country renewal to explain for the user the users will be remind for renewal date before x days that are configured in the setup and configuration
* in edit forms: the "Notify me before" section is visible for the creator user if he/she decided to be notified when created the record. So, if another user logged in and opened the matter for example, this user can use the notify me before but he/she can't see the record of the creator Â
- install fresh db (cloud for example)
- go to money -> add expense
- petty cash account is not listed under paid through accounts list: bug #1
- No data in mapping page (attached): bug #2
- click to add account
- name the new account "petty cash 2"
- save and back to add expense form
- you can find the new account in paid through list
- you can find the mapping record in the page "petty cash to user mapping" (attached)
- bug #3:Â when removing certain account mapping from all users the account become visible to all in the account form but it is not visible by any user in the expense paid through drop down check screen-shots (bug-3.zip)
+ expand summary field in form (double the current height)|
API to be supported
2 dashboards:
# Dashboard - Management (current one + permission)
# Dashboard - User (exempted)
data migration for "Dashboard - Management" to be granted for Administrators only
* this issue is reproducible in all text fields in forms
Maintain all the fields except the amount and category and attachments
** system should allow adding zeros in the number, for example: 0001, so the next generation should be 0002. If the user create an account with number 5, the next one should be 6.
* this feature is enabled by default in the system
* add new field to accounts called "number" to be added to all reports and grids (for example, add new column to expenses grid called "Paid Through Number")
* in money settings "set prefix for account types", display GUI for account types (static account types in DB) to force the user to enter the account prefix for each type (for example, client: 411, partner: 511, expense: 6, income: 7
** display popup using the new design
** all fields should be required
** unique values (allowed text characters) and limited to 10
** display third party types then system accounts
** ability to inherit the number from another entity like copy address from in contact form
* Â When adding a new client, the system will display a new field called number with auto-fill for account type number + (last client account number + 1), for example: 41100000002
** in expense form, display the number as follow: Petty Cash - USD (5113)
** and keep the sorting with the client name + ability to search by the account number
* add account number to search engine of accounts (advanced search, search for a client account, ...)
* add account number to reports with ()Â and all places where the account is displayed except grids
*
** account name (5110)
** balance sheet using the account type number only: Cash (5)Â
* Add new column for account number to all grids with advanced search,excel...that have accounts (ex:client account number,...)
* for data migration, generate numbers in the system based on the entity and starting from number 1, for example:(should depend on the account type)
*
** entity 1 with 50 accounts => number starts by 1 and ends by 50
** entity 2 with 20 accounts => number starts by 1 and ends by 20
** entity 1 with 12 account types => account number starts by 1 and ends by 12
** entity 2 with 12 account types => account number starts by 1 and ends by 12
Sample data: for the account number without the prefixes(should depend on the account type)
* no need for sample data in installation scripts at this stage for the prefixes
* Remove Personnel account type as it is not used
* Add the accounts for sample data
* add account when importing entities
* add hint next to account prefix and number in the accounts form
* account number links to be the link of the accounts in invoice not the company or contact
* bug:partner wasn't considered as a third party
* unify the account display name in money to be account name - currency and not account name (currency)Â
* remove currency from client/supplier lookup accounts after they are selected.
* remove currency columns and fields from expenses list and concatenate it with its corresponding accounts.
* add redirection for edit organizations when the id is not set (it is working like the add when no id is sent)
IN API: if the number is not set when adding accounts=> use the suggested number sent (to handle the old mobile versions)
Add the ability to multi select the cases from the case drop down field
Add a value of "Select All" for the cases of the clients
Label: Related Matters
"edit link matters" instead of the drop down list
When the user clicks on the link, the popup should open and list all matters assigned to this client + ability to select / deselect matters.
* Popup design to be revamped + cases ids to be listed by comma separator in the grid and break line separated for the case subjects+ apply changes on exporter module(; separator)
* time logs will be grouped per case
* partner commissions will be set according to each item related to which case
* apply the changes to the invoice details including words and excels
* For the journals The link should always be JV-id, and to be that case also in 'show transactions'.
Â
* The reminders will be dismissed.
* The system should prompt the user that the Case will be deleted forever. The message:
** Are you sure you want to delete the selected Case(s)?
** ؟هل أنت متأكد أنك تريد Øذ٠المسألة/المسائل المختارة
** Etes-vous sûr que vous voulez supprimer le dossier choisis
* The success message should be
** Case deleted successfully.
** تم Øذ٠المسألة بنجاØ
** Le dossier est supprimé avec succès
** This Case can't be deleted because it has relations to either Expenses, Invoices or Bills in the Money module.
** لا يمكن Øذ٠هذه المسألة لأنها متعلقة بنÙقات، Ùواتير للقبض أو Ùواتير للدÙع ÙÙŠ ÙˆØدة المØاسبة
** Ce Dossier ne peut pas être efface parce qu’il contient des relations avec ou bien des Dépenses, ou des Factures d’achat, ou des Factures de Dépenses
| . |
