Important highlights from this release
- Minor Bugs & Minor Improvements.
- Advisor Portal interface enhancements allow users to easily customize the look and feel by modifying colors, logos, and fonts to their preferences.
- Client Portal users can now be restricted from editing, adding, or deleting attachments.
- The delegation feature now includes approvers and signees for contracts, available to both Contra and Client Portal users.
- Automatic email notifications will be now sent to the requester upon the creation of a request from the client portal.
- Introducing additional enhancements to the Lump Sum features, including Credit Note Prefix Customization.
- Users can now use their logos in system-generated Notification emails.
- Minor Bugs & Minor Improvements.
| Issue Type | Issue Key | Summary | Description |
|---|---|---|---|
| New Feature | A4L-10389 | Lump Sum additional features | 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. |
| Improvement | A4L-10366 | Customize Client Portal 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. |
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
- Support filtering on Invoice prefixes in the Money dashboard
APIs
-Â Â Â Â Â Â Â Â Â Â Â Â [Get] My Requests List By Username.
-Â Â Â Â Â Â Â Â Â Â Â Â [Get] My Tasks List By Username.
-Â Â Â Â Â Â Â Â Â Â Â Â [Get] Request details By Request ID.
-Â Â Â Â Â Â Â Â Â Â Â Â [Get] Process Actions Tracking (Actions History)
              By Request ID.
-Â Â Â Â Â Â Â Â Â Â Â Â [Post] Open Task
-Â Â Â Â Â Â Â Â Â Â Â Â [Post] Action Task
-Â Â Â Â Â Â Â Â Â Â Â Â [Post] Edit Request|
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.
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.
In contra module when navigating to the signature center, the user can choose the *EmSigner*Â workflow.
When the signee clicks on the sign button, the signee will be 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.
In contra module when navigating to the signature center, the user can choose 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.
* option to add variables inside editor and subject.
* add a dropdown of existing templates inside the email compose depending on the module [ex: invoice then get invoice email templates]
*For testing:* you need only to check if walk-through in add matter work normally in more than one language
[Â |https://documentation.app4legal.com/display/ATLR/Revamp+Error+Messages]
- v2 add contract api should support adding these fields
- contract_approved webhook_callback should retreive these fields when triggered
!image-2023-07-12-14-09-57-622.png|thumbnail!
2- Add a field to customize the message on the home page( under the welcome message) from the Client portal setup and configuration
!image-2023-07-12-14-12-40-749.png|thumbnail!
!image-2023-07-12-14-13-11-360.png|thumbnail!
| Improvement | A4L-10330 | Add default client to the system |
| A new default value option for "matter client" is added under "default values |
| ." When this default value is set, it will automatically insert the client name when a new matter is created. | |
| Improvement | A4L-10299 |
| New columns in the Time Entries per Month Report |
| We have added two new columns to the |
| Time Entries per Month report, which include both the invoiced and collected hours. | ||
| Improvement | A4L-10280 | Success message when deleting a reminder |
When deleting a reminder, you will receive two messages: a confirmation message |
asking for your confirmation to proceed with the deletion, followed by a success message after the deletion is completed. | |
| Improvement | A4L-10247 |
| New column in the Task roll session report | A new column |
has been added to the Task Roll Session Report, that displays the last comment on |
each task. The comment is shown in a limited |
number of characters |
, however, when users hover their mouse over the text |
, |
the full |
comment |
h3. Â
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
will be displayed. The full content of the comments will be also shown when the report is exported. | |
| Improvement | A4L-10127 |
Update the stylesheets, components, and layout to align with the new branding guidelines.
| Advisor Portal Look and Feel | Enhancements on Advisor portal interface, users can now customize the Advisor portal look and feel easily, they can now modify colors, logos, and fonts according to their preferences. |
| Improvement | A4L-10107 |
| Allow Client Portal users to add contacts through their requests for contracts from a templates | The "Allow Clients to Add Contacts through Requests" is |
| now also enabled for requests made from the client portal using a template. | |
| Improvement | A4L-10099 |
| Edit Milestones from |
| the Client Portal | Now, CP users will have the ability to edit milestones from their end |
Add it in the CP settings as a configuration, Allow cp users to edit milestones (only collaborators license or both)
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.
, 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-10049 |
Add a new SLA directly from the matter page |
!screenshot-1.png|thumbnail!
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 |
 !image (114).png|thumbnail!
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 in another tab.
 !image (113).png|thumbnail!
| , 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 to the litigation cases and corporate matters |
| grid fields. | |
| Improvement | A4L-9994 |
| Prevent |
| editing or adding attachments from |
add this is in the settings as an optionÂ
Â
If you have any question about the new turkish translations then you can contact directly Eliz Gurler via slack.
Â
Note: Turkish text of the screenshots can be found attached in phase 1 ::Â A4L-9675Â
| the Client Portal. | You can now apply some restrictions on Client Portal, 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 edit attachments or restrict them to view-only access. |
| Improvement | A4L-9962 |
| Export user rate per hour |
Â
| 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 |
The requirement is to improve this feature to also include
is now enhanced by including approvers and signees |
for contracts. |
When an approver or |
signee is |
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 must belong to the same company.
when creating an invoice the default invoice note will be automatically selected.
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
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-9795 |
* 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 url(hyperlink)(to be added to the cp request types as well)
| Add "Link" type in Custom fields | A new link type for custom fields, enabling users to add external links, including attachments, to their preferences. This feature extends to the client portal requests form as well, allowing users to utilize external links and attachments when submitting their requests. |
| Improvement | A4L-9507 |
| Show custom fields |
| in the persons and companies grid |
| Users can now select custom fields to be visible from the Persons and Companies grid. | ||
| Improvement | A4L-9506 | Replace App4Legal Logo in Email with |
| Customized Logo | Users can now use their logos in the Notifications emails sent by the system. |
| Improvement | A4L- |
Automatically we need to calculate the realized gains at the time the payment made.
| 8017 |
| Email notification to the client |
so we created them manually to avoid any error in iDocs or any other feature.
We need to create a release script to create folders on *instance's path*Â for the below structure *if* *not exists*Â
!Screenshot-1.png|thumbnail!
Upon the creation of a request in |
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
...
the client portal, whether it's a matter or a contract, an automatic email notification will be sent to the requester. The email will contain all the pertinent details of their request, including the matter/contract name, assigned person, relevant dates, and other essential information. |
| Bug | A4L-10216 |
| Saving and |
| creating another Task is not |
Â
| related by default to matter/contract | ||
| Bug | A4L-10145 | All kendo Grids are not loading data on the first time |
This issue is due to a PHP warning so it's only reproducible on localhost.
!screenshot-1.png|thumbnail!
| Bug | A4L-10136 | Inaccurate data |
While the calculations are done without rounding each value.
So we are getting
| in |
We need to fix this rounding issue and make sure that all the
| reports related to |
| invoicing |
The exported files should be always consistent with the table displayed on the site.
!image-2023-06-14-17-12-29-921.png|thumbnail!
!screenshot-1.png|thumbnail!
!screenshot-2.png|thumbnail!
| Bug | A4L-10031 | Custom Field "Upload Document" error handling |
# File type is not in the allowed types
# File size is larger than 51 MB (the default size in config.php)
This should be checked in the following:
* Person add & edit form
* Case edit form
* Contract edit form
* Task edit form
* Company add & edit form
| Bug | A4L-9910 | All |
| language values are mandatory in settings |
For example, if the user is using the interface in english then only the english field is required and the others are not optional and when saving the form then the system should fill all other languages same as the value for the main language if the user didn't set any value.
As you can see in the attached screenshot, the interface is in arabic (screenshot-1.png) then the user filled only the arabic and english values so when saving the form then the system should save the empty fields with the same values of the main langauge (arabic field).
So we need to apply the same behavior that is located in the quick add forms to all screens (add and edit forms) in settings by displaying only the main language (based on user's interface) as a mandatory field and when clicking on "more fields" then we will display all other languages as optional fields.
# Opponent Position
# Stages
# Success Probabilities
# Meeting Types
# Reminder Types
# Task Types
# Client Positions
# Company Relation Types
# Licenses and Waivers Permissions
# Time Entries -> Categories
# Persons -> Titles
| Bug | A4L-9843 | Long text is not displayed in grids |
# reminders grid :
## related matter
## related contract / document
## related task
When Clicking on a transaction of type payment, the system is redirecting the user to the invoices list instead of opening the payment
| Bug | A4L-9419 | Intellectual property redirecting to the dashboard |
| Bug | A4L-9340 | Time Entry Validation and Regression |
# on edit prevent calendar click event
# Regression on add time entry:
*Current Behavior:* Only when the user already filled effective effort field and description field, if he selects a category that has effective effort/description a Confirmation modal appears asking the user if he want to replace the current effort/description with the categories' default ones -> when clicking on ok the values will be replaced.
| Bug | A4L-9291 | Missing |
## Â '/clients/upload_file/',
## Â '/clients/delete_document/',
## Â '/clients/download_file/',
# we have now 2
| actions |
| in |
| the |
# migration script (release script) to update the permissions for the existent clients
Â
As you can see in the attached screenshots, we don't have the upload, delete and download actions in
| permission scheme |
