LEXZUR v9.10.0.0 Release Notes

A4L-12764

Create a new section within "My Profile -> Signatures" specifically for email signatures. Include a text editor that enables users to customize their email signature with various styling options such as font family, size, color, alignment, and the ability to upload images.

A4L-12203

Add the ability to disable all the emails that could be sent to the AP

Through: Setting / Setup & Configuration 
under the Advisor portal tab, add an entry to disable the email notifications for the Advisor portal 
then consider value when sending any email related to AP

A4L-10386

Performing two POCs using Metabase and Apache Superset.

we have determined that the free plan of Metabase does not fully meet our requirements (Embedding is not free). As a result, we have decided to proceed with Apache Superset for BI integration.

HLD:

• Conduct two POCs: one using Metabase and another using Apache Superset.
• Assess the features, performance, and compatibility of both tools with the App4legal.
• Set up Apache Superset.
• Create dashboards and widgets within Apache Superset to mirror the ones in the "Money Dashboard."
• Embed the Apache Superset dashboard within the Money Dashboard in App4legal, enabling seamless access to BI insights within the application.
• Create user accounts with the appropriate roles/database/datasets within Apache Superset and establish mappings to respective App4legal instances.
• Deploy Apache superset as a service.

A4L-9635

Adding New API for "Copy to" feature in DMS

Add an option "Copy To" for 360Docs.

It will ask the user to select a location in the current directory module.

After clicking Copy here, it will create a copy in the selected path.

If the same file exists in selected path, show the popup Keep both or Replace existing.

(to follow Microsoft behavior in SharePoint) 

UPDATE: The "Copy To" feature should permit to end user to rename the created item, so the API should have a parameter for the new file name

A4L-12814

A4L-12791

A4L-12482

Some forms in the billing module missing the required stars.

• Invoice - step 3 - Add tax on the fly
• Invoice - step 3 - Add service on the fly
• Invoice - step 4 - E-invoicing required fields (ZATCA only)
• Credit Note
• Money Transfer
• Invoice Payment
• Bank Reconciliation

A4L-12473

Add filter for the history table

A4L-12428

1. Add a new expense.
2. Edit exchange rate.
3. Add checkbox "Update default exchange rate".

A4L-12385

Unify the name of the "Comments" box in the CP and from the main user side to be the same and not "notes" one side and Comments from the CP side. 

rename "Comments" to "Notes" on the Client portal. Also, let the CTA be "Add Note" in both core and cp

A4L-12258

Steps to Reproduce:

1. Create an invoice / existing invoice 
2. Add a payment.
3. Select the invoice again. 

Current behavior: 

Paid amount and remaining amount don't change until refresh . 

Enhanced Behavior: 

Paid amount and remaning amount to be changed automatically without refresh . 

A4L-11981

A4L-11755

Internal

A4L-11515

RCU is using the workflows to set a status where input from the requester is required.

They want the comment box in general to be disabled, and only when the request is in this status the requester can fill in the comments box (in a workflow transition screen)

Add option to the cp settings, to enable/disable the comment in the details page(ability to add a comment)

A4L-11470

Ability to search by assigned team in the time kpi report

A4L-11287

Support the ability to reorder the categories on the client portal home page for core and contra

A4L-10110

Add the option to add hijri calendar to Date and start date in contract upload forms

A4L-12943

A4L-12854

A4L-12581

A4L-12049

A4L-11789

A4L-8524